Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Services Sales Agents in California

Financial Services Sales Agents in Pleasanton, CA

Find a professional & check records

Here is a complete list of most local Financial Services Sales Agents nearby.

Be sure to see other neighborhoods near Pleasanton, CA to locate the names of more professionals.

The Trustoria Professional Directory gives you all the professional records needed to find the right person for any need.

250 results found

Chris Safford Pleasanton, CA

Professions & Specialties

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

Experience & Education

Position:
Director of Production & Planning at SKYY Spirits
Title:
Director of Production & Planning at Campari America (formerly Skyy Spirits)
Location:
Pleasanton, California
Industry:
Consumer Goods
Work history:
SKYY Spirits - Pleasanton, CADirector of Production & Planningsince Apr 2008Finisar Corporation Director - Commodity ManagementMar 2004 - Nov 2007
Skills:
Supply Management, Forecasting, Supply Chain Management, Negotiation, Supply Chain, Strategy,...
Full Profile

David Kinkead Walnut Creek, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Financial Director • Chairperson • Chief Operating Officer • Vice President of Marketing • Operations Manager • Financial Officer • Financial Manager • Chief Executive • General and Operations Manager • Director of Operations • Vice President • Consumer Goods Professional • Commodities Clerk • Model • Driver • Human Resources Specialist • Recruitment

Experience & Education

Position:
Consumer Brands Financial Planning & Analysis at Safeway
Title:
Manager, Financial Planning & Analysis
Location:
Walnut Creek, California
Industry:
Consumer Goods
Work history:
Safeway - Pleasanton, CAConsumer Brands Financial Planning & AnalysisReal Mex Restaurants - Union City, CAFinance Manager2011 - 2012
Skills:
Strategic Planning, Forecasting, Operating Budgets, Financial Analysis, Profit Maximization,...
Full Profile

Sebastian Friedman Pleasanton, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Analyst • Business Manager • Office Runner • Analysts • Courier • Sales Executive • Consumer Goods Professional • Agent • Commodities Clerk • Sales Representative • Director • Manager • Sales Manager • Operations Manager • Captain • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Senior Category Development Analyst at Hormel Foods
Title:
Senior Category Development Analyst at Hormel Foods with Safeway
Location:
Pleasanton, California
Industry:
Consumer Goods
Work history:
Hormel Foods - Pleasanton, CASenior Category Development Analystsince Jan 2012Daymon Worldwide - Sacramento, California AreaBusiness ManagerDec 2010 - Jul 2012
Certifications:
Certified Professional Strategic Advisor, Category Management Association
Full Profile

David Ernst Pleasanton, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • IT Analyst • Information Systems Analyst • Systems Analyst • Senior Analyst • Analyst • Analysts • Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Senior Analyst at Clorox Services Company, Telecom Expense Manager at The Clorox Company, Contract...
Title:
Senior IT Analyst at The Clorox Company
Location:
Pleasanton, California
Industry:
Consumer Goods
Work history:
Clorox Services Company Senior Analystsince Oct 2003The Clorox Company - Oakland, caTelecom Expense Managersince Oct 1997
Skills:
SAP, Data Analysis, Analysis, Forecasting, Budgets, Process Improvement, Telecommunications,...
Full Profile

Woody Queen Pleasanton, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Human Resources Specialist • Recruitment • Talent Agent • Business Analyst • Analyst • Project Analyst • Analysts • Systems Architect • Software Developers • Financial Director • Operations Manager • Financial Officer • Financial Manager • Bachelor of Arts • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant Specialist at Kaiser Permanente
Location:
Pleasanton, California
Industry:
Hospital & Health Care
Work history:
Kaiser Permanente - San Francisco Bay AreaFinancial Consultant Specialistsince Oct 2011Armanino McKenna LLP RecruiterJan 2011 - Oct 2011
Skills:
Executive Search, Financial Analysis, Accounting, Talent Acquisition, Human Resources, Finance,...
Full Profile

Marie Catuar San Ramon, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Consumer Goods Professional • Client Service Officer • Commodities Clerk • Financial Analyst • Customer Service • Retail Salesperson • Advertising Professional • Advertising Sales Agent • Operations Manager • Team Member • Administrative Clerk • Clerical Specialist

Experience & Education

Position:
Account Executive - Channel Business Development, West at Starbucks
Location:
San Ramon, California
Industry:
Consumer Goods
Work history:
Starbucks - Pleasanton, CAAccount Executive - Channel Business Development, Westsince Dec 2011Del Monte Foods - San Ramon, CATrade Financial AnalystJun 2011 - Dec 2011
Full Profile

Rylee Dil Pleasanton, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Sales Manager • Sales Director • Operations Manager • Consumer Goods Professional • Commodities Clerk • Sales Executive • Professional Development Teacher

Experience & Education

Position:
LDP Manager, Business Insights at Acosta Sales & Marketing
Location:
Pleasanton, California
Industry:
Consumer Goods
Work history:
Acosta Sales & Marketing - Pleasanton, CALDP Manager, Business Insightssince Dec 2012Acosta Sales & Marketing - Pleasanton, CALDP Manager, RetailJun 2012 - Nov 2012
Full Profile

Nicholas Owens Pleasanton, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Professor • Management Analyst • Analysts

Experience & Education

Work

Company:
Stratford schools
Lunch supervision & extended care teacher
Company:
Primerica corporation
Independent financial consultant - i-9 contracted
Full Profile

Lexi Davis Pleasanton, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor | Financial Planning Specialist at Morgan Stanley Wealth Management
Title:
Financial Advisor, Financial Planning Specialist at Morgan Stanley Wealth Management
Location:
Pleasanton, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Pleasanton, CAFinancial Advisor | Financial Planning Specialistsince 2009
Skills:
Wealth Management, Retirement Planning, Estate Planning, Financial Analysis, Strategic Financial...
Languages:
English, Chinese (Mandarin), Spanish, French, Catalan
Full Profile

Jatinder Singh Pleasanton, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Architect • Advisor • Student Worker

Experience & Education

Work

Company:
Sales force, inc
Oracle financial consultant
Company:
Beachbody llc
Oracle financial consultant
Full Profile

Scott Doruff Pleasanton, CA

Professions & Specialties

Banker • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Mortgage Banker/Sr. Loan Officer/Certified Mortgage Planning Specialist at RPM Mortgage
Title:
Sr. Mortgage Advisor at RPM Mortgage
Location:
Pleasanton, California
Industry:
Financial Services
Work history:
RPM Mortgage - Fremont, CA and Pleasanton, CAMortgage Banker/Sr. Loan Officer/Certified Mortgage Planning Specialistsince Sep 2007First National Mortgage Sources Vice President and Branch ManagerMay 2006 - Sep 2007
Full Profile

Eric Lee Pleasanton, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk • Mathematician • Physical Therapists

Experience & Education

Position:
Product Development Scientist at Armored AutoGroup, Experienced Scientist: Looking for New...
Title:
Product Development Scientist at Armored AutoGroup
Location:
Pleasanton, California
Industry:
Consumer Goods
Work history:
Armored AutoGroup - Pleasanton, CAProduct Development Scientistsince Apr 2013Current Time - CaliforniaExperienced Scientist: Looking for New Opportunitiessince Oct 2012
Languages:
English, Mandarin, Taiwanese
Full Profile

Janna Page Pleasanton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Assistant Property Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Real Estate Sales Agent • Supporting Member • Team Member • Conservation Scientist

Experience & Education

Position:
Assistant Property Manager at Banker Marks and Kirk
Location:
Pleasanton, California
Industry:
Real Estate
Work history:
Banker Marks and Kirk - Oakland, CAAssistant Property Managersince 2011NAI Alliance Associate, Office Properties2010 - Jun 2011
Full Profile

Imran Refai Fremont, CA

Professions & Specialties

Credit Risk Analyst • Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Support Analyst • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Watchman • Computer Consultant • IT Consultant

Experience & Education

Position:
Credit Risk Analyst at Blackhawk Network
Title:
Sr. Credit Risk Analyst at Blackhawk Network
Location:
Fremont, California
Industry:
Financial Services
Work history:
Blackhawk Network - Pleasanton, CACredit Risk Analystsince Jan 2009Cisco Systems Sales Support AnalystAug 2009 - Dec 2009
Full Profile

Derek Meredith Pleasanton, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Department Manager • Department Supervisor • Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Department Manager BDM at Advantage Sales & Marketing, Department Manager at Advantage Sales...
Title:
Department Manager BDM at Advantage Sales & Marketing
Location:
Pleasanton, California
Industry:
Consumer Goods
Work history:
Advantage Sales & Marketing Department Manager BDMsince Oct 2007Advantage Sales & Marketing Department Managersince 1997
Full Profile

Denise Bourgault San Ramon, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Person • Consumer Goods Professional • Sales Representative • Commodities Clerk • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Information Technology Specialist • IT Specialist • Marketing Manager • Operations Manager

Experience & Education

Position:
Design & Sales Consultant at Carpet One Floor & Home
Title:
Flooring Design & Sales
Location:
San Ramon, California
Industry:
Consumer Goods
Work history:
Carpet One Floor & Home - 1985 San Ramon Valley Blvd., San Ramon, CA 94583Design & Sales Consultantsince Apr 2011Carpeteria - Dublin, CADesign & Sales ConsultantOct 2001 - Apr 2011
Skills:
Marketing Strategy, New Business Development, Sales Management, Key Account Management, Flooring,...
Full Profile

Bruce Patchin Pleasanton, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Operations Manager • Lawyer • Advisor

Experience & Education

Work

Company:
Patchin financial solutions
Financial consultant
Company:
World savings/wachovia
Senior sales consultant

Skills

"Customer first" approach, GAAP compliance, implement internal controls, complete accounting close, ...
Full Profile

Fahad Qureshi Pleasanton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Wells fargo
Personal banker (safe)
Company:
Farimira technology - Pittsburg, CA
Accounting specialist

Skills

SAP :ECC 6.0, ECC 5.0 MS Office :Excel, Word, Power Point, Access, Outlook....
Full Profile

Megan Rouse Pleasanton, CA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Team Member • Paralegal • Higher Education Professional • School Administrator • Educational Manager • Mathematician

Experience & Education

Position:
Financial Planner at Megan Rouse Financial Planning, School Board Trustee at Dublin Unified School...
Title:
Certified Financial Planner™
Location:
Dublin, California
Industry:
Financial Services
Work history:
Megan Rouse Financial Planning Financial Plannersince Jan 2009Dublin Unified School District School Board Trusteesince Jan 2013
Full Profile

Saman Moayeri Pleasanton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers • Instructor • Pedagogue • Sales Account Associate • Sales Executive • Master of Business Administration • Master of Arts • Bachelor of Arts • Event Manager • Sales Manager

Experience & Education

Work

Company:
Wells fargo - Santa Clara, CA
Personal banker
Company:
Fry's electronics - Fremont, CA
Computer sales supervisor

Skills

Sales Management - Team leadership - Order Management - Sales Operation - Customer Satisfaction -...
Full Profile

Marc Faerber Pleasanton, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Chief Executive • Corporate Executive • Management Team Executive • Operations Manager • Controller • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Business Administrator

Experience & Education

Work

Company:
Amarantus biosciences, inc
Chief financial officer
Company:
Business and financial advisor
Full Profile

Lytrel Carter Pleasanton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Assistant Branch Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Branch Manager at wells fargo
Location:
Pleasanton, California
Industry:
Banking
Work history:
Wells fargo - PleasantonAssistant Branch Managersince May 2012Wells Fargo Bank - PleasantonPersonal Banker 2Jan 2010 - Jul 2012
Full Profile

Srikanth Sundararajan Pleasanton, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Chief Executive Officer • Founding Member • Chief Executive • Corporate Executive • Advisor • Technical Support Specialists

Experience & Education

Work

Company:
Vitius consulting inc
Founder/ceo
Company:
Merrill lynch - San Jose, CA
Financial advisor

Skills

Quantitative Finance, Venture Capital and Private Equity, Fixed Income Trading, Municipal Bonds,...
Full Profile

Brad Thornally Pleasanton, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Advisor • Customer Relations • Project Managers • Operations Manager

Experience & Education

Work

Company:
63rd regional army support command - Mountain View, CA
Financial counselor
Company:
Self-employed - Pleasanton, CA
Real estate counselor
Full Profile

Homaira Nekrawesh Pleasanton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Work

Company:
Union bank
Senior relationship banker
Company:
Viking financial and real estate - Pleasanton, CA
Loan consultant
Full Profile

Mark Russell Pleasanton, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Bachelor of Science • Operations Manager • Corporate Executive • Chief Executive

Experience & Education

Work

Company:
Cisco system inc.
Finance consultant
Company:
Wells fargo corp - San Francisco, CA
International financial consultant
Full Profile

Mark Bonitz Pleasanton, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Account Manager • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Key Account Manager at Nestle USA
Title:
Key Account Manager
Location:
Pleasanton, California
Industry:
Consumer Goods
Work history:
Nestle USA Key Account Managersince Mar 2010
Full Profile

R. Gaisser Pleasanton, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President of Finance • Vice President • Chief Executive • Director • Financial Officer • Financial Manager • Operations Manager • Financial Analyst • Master of Business Administration • Bachelor of Science • Business Administrator • School Administrator • Educational Manager

Experience & Education

Work

Company:
Bottlecru
Financial advisor
Company:
It outsourcing
Vice president finance
Full Profile

Alena Wilson Livermore, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Administrative Assistant at Safeway
Location:
Livermore, California
Industry:
Consumer Goods
Work history:
Safeway - Pleasanton, CAAdministrative Assistantsince Feb 2012Safeway Administrative AssistantJul 2006 - Jul 2009
Skills:
Customer Service, Social Networking
Full Profile

Morgan Keesler Pleasanton, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chief Executive • Account Service Manager • Consumer Goods Professional • Client Service Officer • Commodities Clerk • Human Resources Representative • Human Resources Specialist • Recruitment • Customer Service

Experience & Education

Position:
Business Account Administrator at Advantage Sales & Marketing, Business Account Administrator...
Title:
Administrative Manager, Advantage Sales and Marketing
Location:
Pleasanton, California
Industry:
Consumer Goods
Work history:
Advantage Sales & Marketing - Pleasanton, CABusiness Account Administratorsince Jul 2007Advantage Sales & Marketing - Pleasanton, CAHuman Resources Representativesince Jul 2007
Full Profile

Philip Zhang Pleasanton, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch Global Wealth Management
Location:
Pleasanton, California
Industry:
Financial Services
Work history:
Merrill Lynch Global Wealth Management - pleasanton, CAFinancial Advisorsince May 2011Fremont Bank Senior Relationship OfficerMar 2003 - Jan 2011
Full Profile

Armin Toor Pleasanton, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager • Survey Researcher • Student Worker

Experience & Education

Work

Company:
Steel peak wealth management
Financial advisor
Company:
Student managed investment fund (smif) team
Macroeconomics research team leader

Skills

December 2014 CFA Level 1 Candidate, CFA Access Scholarship Recipient, Morningstar, Bloomberg
Full Profile

Grace Zhao Pleasanton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Researcher • Survey Researcher • Bachelor of Science • Master of Business Administration • Sales Representative

Experience & Education

Work

Company:
Cort
Sr. rental consultant
Company:
Wells fargo - Salt Lake City, UT
Personal banker

Skills

Team work, Sales, meeting goals, customer service, communication, excellent with details,...
Full Profile

George Rodriguez Pleasanton, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Service Technician • Maintenance and Repair Worker • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Work

Company:
Lawrence volvo
Trader joe's
Company:
Lawrence volvo - Walnut Creek, CA
Service technician
Full Profile

Billy Truelove Pleasanton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Executive • Security • Sales Manager

Experience & Education

Position:
Residential Sales Executive at ADT Security Services
Title:
Residential Sales Executive
Location:
Pleasanton, California
Industry:
Security and Investigations
Work history:
ADT Security Services - Pleasanton CAResidential Sales Executivesince May 2010Bank of America Personal Banker1997 - 2008
Full Profile

Malcolm Trimnell Pleasanton, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Wells fargo bank
Bank teller
Company:
Whole foods market - San Ramon, CA
Customer service cashier
Full Profile

Gina Gimarelli Pleasanton, CA

Professions & Specialties

Banker • Bank Teller • Financial Services Professional • Financial Services Sales Agent • Teller • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Opus bank
Senior client service representative
Company:
Borel private bank and trust co - San Mateo, CA
Bank teller

Skills

Microsoft Outlook, Microsoft Word, Excel, Social Networking
Full Profile

Phil Costello Pleasanton, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Consumer Goods Professional • Commodities Clerk

Experience & Education

Title:
--Managing Partner, the Performance Group
Location:
Pleasanton, California
Industry:
Consumer Goods
Full Profile

Shane Slate Pleasanton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Executive • Sales Manager

Experience & Education

Work

Company:
My hot cars, inc - Livermore, CA
Sales executive
Company:
Bank of america - San Ramon, CA
Lead personal banker

Skills

Real Estate License - CA
Full Profile

Arianne Mischeaux Pleasanton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Marketing Administrator • Marketing Manager • Operations Manager • Clerical Specialist

Experience & Education

Work

Company:
Ledgewood enterprises
Marketing coordinator
Company:
Wells fargo bank - Pleasanton, CA
Personal banker
Full Profile

Tamila Miceli Pleasanton, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Accounts Receivable Manager • Accounts Receivables Specialist • Accounts Receivable

Experience & Education

Work

Company:
Fort point capital partners
Director of client service
Company:
The portola group, inc
Senior trader/accounts receivable manager
Full Profile

Patrick Martin Pleasanton, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Business Consultant • Advisor

Experience & Education

Work

Company:
Farmers insurance group of companies - Pleasanton, CA
Agency business consultant
Company:
Guardian life insurance co. - San Ramon, CA
Financial planner
Full Profile

James Gallup Pleasanton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Specialties:
Purchase Loan, Refinancing, Home Equity, Mortgage Planning
Work:
Wells Fargo Private Mortgage
6360 Stoneridge Mall Road, Ste 230, Pleasanton, CA 94588
Experience:
13 years years
Full Profile

Jamie Maas Pleasanton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Specialties:
Purchase Loan, Refinancing, Home Equity, Mortgage Planning
Work:
Diversified Capital Funding
5075 Hopyard Rd. #120, Pleasanton, CA 94566
Experience:
13 years years
Full Profile

Emma Lea Pleasanton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work:
Pleasanton, CA
(925) 922-0671 (Phone)
Full Profile

Andrew Mitchell Hayward, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Counselor • Security • Team Member • Analysts • Advisor • Financial Analyst • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Director • Chief Executive Officer • Program Director • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Operations Manager • Master of Science • Model • Business Administrator • Organization Management • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Community Service Manager • Master of Business Administration • Bachelor of Science • Mathematics • Mathematician • Government Administration Professional • Information Technology Specialist • Computer Software Professional • Data Entry Specialist • Data Scientist • IT Specialist • Software Developers • Graphic Design Specialist • Graphic Designer • Lecturer • Postsecondary Teacher • Sales Agent • Sales Representative

Experience & Education

Position:
Industry Working Group (IWG) at Sustainability Accounting Standards Board (SASB), Strategy Analyst...
Title:
Financial Engineering & Risk Management / Investment Analytics & Systems
Location:
Castro Valley, California
Industry:
Investment Management
Work history:
Sustainability Accounting Standards Board (SASB) - San Francisco Bay AreaIndustry Working Group (IWG)since Feb 2013Taproot Foundation - San Francisco, CAStrategy Analyst / Financial Analyst & Consultantsince May 2008
Skills:
Relationship Building & Networking, Sustainability Accounting Standards, Portfolio Management,...
Full Profile

Mireille Tahir Pleasanton, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk

Experience & Education

Location:
Pleasanton, California
Industry:
Consumer Goods
Full Profile

Antione Moody Pleasanton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Counselor • Analyst • Advisor • Analysts • Accounting Bookkeeper • Bookkeeper • Accounts Payable Manager • Finance and Accounting Specialist • Clerk • Office Clerk • Clerical Specialist • Agent • Sales Representative • Software Tester • Computer Specialist • Master of Science

Experience & Education

Position:
Accountant II at Hatch Mott MacDonald
Title:
Project Accountant
Location:
Pleasanton, California
Industry:
Civil Engineering
Work history:
Hatch Mott MacDonald - Pleasanton, CAAccountant IIsince Jun 2011Neastle Dreyers Ice Cream - Oakland, CACredit Data Specialist - AnalystJul 2010 - Mar 2011
Skills:
Bookkeeping, Mergers, Accounts Receivable, Project Accounting, Credit Analysis, Accounts Payable,...
Full Profile

Jennifer Whittle Walnut Creek, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Loan Officers • Technical Recruiter • Human Resources Specialist • Recruitment • Java Developer • Software Tester • Software Developer • Software Developers • Computer Specialist • Security • Technician • Technical Specialist • Technical Support Specialists • Biotechnology Professional • Biologist • Biological Scientist • Doctor of Philosophy • Information Technology Specialist • IT Specialist • Counselor • Area Manager • Managers • Analyst • Analysts • Advisor • Bachelor of Science • Sales Representative • Region Manager • Accounting Bookkeeper • Bookkeeper • Engineering Specialist

Experience & Education

Position:
Technical Recruiter at The Ascent Services Group
Location:
Walnut Creek, California
Industry:
Staffing and Recruiting
Work history:
The Ascent Services Group - San Francisco Bay AreaTechnical Recruitersince Jun 2012Bayside Solutions - Pleasanton, CAScientific RecruiterJan 2012 - Jun 2012
Full Profile

Richard Ferdman San Jose, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Technology Director • Director • Information Technology Director • Technology Manager • Technical Managers • Operations Manager • Leader • Business Intelligence Professional • Security • Managers • Business Consultant • Advisor • Information Technology Specialist • Application Support • IT Specialist • IT Manager • Support Specialists • Bookkeeper • Commodities Clerk

Experience & Education

Position:
Richard Ferdman Advisory Services at Clients: Genentech/Roche, PayPal, Symantec and Slalom
Title:
Strategic Technology Director and Operations leader
Location:
San Jose, California
Industry:
Information Technology and Services
Work history:
Clients: Genentech/Roche, PayPal, Symantec and Slalom - South San FranciscoRichard Ferdman Advisory Servicessince Jun 2008SVB Financial Group Director - Application ManagementOct 2006 - May 2008
Languages:
spanish
Certifications:
PMP (Project Management Professional), Project Management Institute
Full Profile


Financial Services Sales Agents near Pleasanton, CA04298581,2871,7162,145San JoseOaklandPalo AltoWalnut CreekMountain ViewSanta ClaraSunnyvaleFremontHaywardSan Ramon