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Financial Services Sales Agents in San Juan Capistrano, CA

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250 results found

David Gordon Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeConsumer Goods ProfessionalCommodities ClerkManagerChief Administrative OfficerOperations ManagerChief ExecutiveLogistician

Experience & Education

Position:
Senior Product Risk Management Representative at Fluidmaster
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Fluidmaster - San Juan Capistrano, CASenior Product Risk Management Representativesince Mar 2010Schenker, Inc. Claims Services ManagerApr 2004 - Jan 2010
Skills:
Sales, Negotiation, Customer Service, Microsoft Office, Risk Management

Tonia Smith Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentAccounts ReceivableLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBuyerSales PersonBuyer and SellerSales RepresentativeBilling CoordinatorBilling RepresentativePosting ClerkBillerCashier ClerkCashierServices ProfessionalSales and Service SpecialistSales AgentInformation Technology SpecialistIT SpecialistOperations Manager

Experience & Education

Position:
Accounts Receivable at Coldwell Banker Real Estate
Title:
Accounts Receivable at Coldwell Banker, Mission Viejo, Ca
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker Real Estate - Mission Viejo,CaAccounts Receivablesince Oct 2012Digital Realty Trust - Los Angeles, CAAccounts Receivable AccountApr 2009 - Oct 2012
Skills:
CTI (A/S 400), Timberline Accounting, Yardi Voyager, MRI Software, Microsoft Office, Auditing,...

Pierre Gendreau Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalSales PersonSales RepresentativeMarket AnalystMarket Research AnalystConstructionSports TrainerSports TrainersOffice ClerkClerical SpecialistAdvisorAccounts Payable SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInformation Technology SpecialistIT SpecialistOperations Manager

Experience & Education

Position:
Vice President-Institutional Sales at Global Financial Data
Location:
Orange County, California Area
Industry:
Market Research
Work history:
Global Financial Data - Orange County, California AreaVice President-Institutional Salessince Jan 2011Chase Investment Services Corp. - Mission Viejo, CAFinancial Advisor - Vice President-InvestmentsJun 2010 - Jan 2011
Languages:
French

Connie Shadell San Juan Capistrano, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentGuideTour GuideAccounting BookkeeperBookkeeperAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Position:
Relationship Banker at Chase
Title:
Relationship Banker J P Morgan Chase Ba
Location:
Ladera Ranch, California
Industry:
Banking
Work history:
Chase - Laguna HillsRelationship Bankersince Feb 2012New York Life Insurance Company Insurance AgentDec 2008 - Aug 2010
Skills:
Life Insurance, Fixed Annuities, Banking, Insurance, Mortgage Lending, Account Management,...

Pinita Shah Santa Ana, CA

Professions & Specialties

Mortgage BrokerFinancial ConsultantMortgage SpecialistLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentNotary PublicLaw SpecialistLegal CounselNotaryLawyersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerEntrepreneurManagersAgentSales Representative

Experience & Education

Position:
Mortgage Broker & Real Estate Broker at Easy Financial, Attorney at Shah Law
Title:
Attorney, Real Estate & Mortgage Broker, Notary Public, Entrepreneur
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Easy Financial - Anaheim, CAMortgage Broker & Real Estate Brokersince Jul 2003Shah Law - Mission Viejo, CAAttorneysince Oct 2010
Languages:
Hindi, Gujarati, Urdu

Kevin Mcquown Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFounderChief Executive OfficerFounding MemberChief ExecutiveCorporate ExecutiveMarketing ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorCounselorAdvisorModelFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHuman Resources SpecialistRecruitment

Experience & Education

Position:
CEO and Senior Mortgage Banker at myRatecall, Branch Manager/Senior Mortgage Banker/Consultant at...
Title:
Founder/CEO at myRatecall
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
MyRatecall CEO and Senior Mortgage Bankersince Aug 2011Directors Financial Group - lake forest, caBranch Manager/Senior Mortgage Banker/Consultantsince Feb 2010

Jim Obrien San Juan Capistrano, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorMarketing ManagerLeaderManagersConsumer Goods ProfessionalAgentCommodities ClerkSales RepresentativeMarketing AdministratorChief ExecutiveArea ManagerRetail SalespersonAdvertising Sales Agent

Experience & Education

Position:
Western Region Sales Manager at EcoSMART Technologies, Inc.
Location:
Mission Viejo, California
Industry:
Consumer Goods
Work history:
EcoSMART Technologies, Inc. Western Region Sales Managersince Nov 2009Central Garden and Pet West Region Sales and Trade Marketing ManagerSep 2004 - Oct 2008
Skills:
Business Strategy, Key Account Management, People Management, Sales Management, Forecasting,...

Russ Ortiz Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerVice PresidentCorporate ExecutiveChief ExecutiveMarketing ManagerConsumer Goods ProfessionalCommodities ClerkRetail Design ArchitectProduct SpecialistOperations ManagerMarket Research AnalystDesignersAdvisorAccounting BookkeeperBookkeeperRecruitment

Experience & Education

Position:
CEO at Shine by S.H.O.
Title:
CEO at Shine by S.H.O
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Shine by S.H.O. - San Juan Capistrano, CACEOsince Jan 2012Oakley Vice President Global Brand CommunicationsDec 2008 - Jan 2012
Skills:
Senior Executive Leadership, Brand Development, Marketing Communications, Strategic Planning,...

Dave Marzinke Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersCounselorAdvisorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerArea Sales ManagerRegional Account ExecutiveRegional Sales ConsultantSales RepresentativeCorrespondentReporterBachelor of ScienceHospital Care ProfessionalHealth ProfessionalHealth PractitionerAccounting BookkeeperBookkeeperField Marketing SpecialistMarketing AdministratorMarketing ManagerOperations ManagerCustomer Service

Experience & Education

Position:
Senior Loan Consultant at Movement Mortgage
Title:
Senior Mortgage Consultant at Movement Mortgage, LLC
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Movement Mortgage - Mission Viejo, CASenior Loan Consultantsince Apr 2013Discover Financial Services - Irvine, CADiscover Home Loans - Mortgage BankerNov 2010 - Mar 2013
Skills:
Loans, Mortgage Lending, FHA, Portfolio Management, Residential Homes, Loan Origination, Credit,...

Angelo Lombardo Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveLeaderManagersConsumer Goods ProfessionalCommodities ClerkSports TrainerSports TrainersOperations ManagerMarketing ManagerCounselorFood serviceLeadership Think TankBusiness AdministratorAdvisorAnalystsServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeClient Service OfficerCashier ClerkCashierMaster of Business AdministrationBachelor of ArtsWellness and FitnessMediatorCustomer ServiceMarketing Administrator

Experience & Education

Position:
Senior Leader, National Sales at The Coca-Cola Company
Title:
Vice President, Senior Leader, Executive, Business Development, National Sales, Marketing
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
The Coca-Cola Company Senior Leader, National Salessince Jun 2011Beachbody Coach2012 - 2013
Skills:
Executive Management, Leadership, Team Leadership, Cross-functional Team Leadership, Business...

Richard Ogata Santa Ana, CA

Professions & Specialties

Bank TellerBankerFinancial Services ProfessionalFinancial Services Sales AgentCrewmanBartenderTeam MemberEntertainment ProfessionalEntertainerHigh School DiplomaFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Daycamp Attendant at Paws Pet Resorts
Title:
Dog Daycamp Attendant at Paws Pet Resort
Location:
Orange County, California Area
Industry:
Hospitality
Work history:
Paws Pet Resorts - Lake Forest, CADaycamp Attendantsince Mar 2013JPMorgan Chase - Rancho Santa Margarita, CABank TellerAug 2011 - Nov 2012

Mark Pullinger San Juan Capistrano, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentVice President of MarketingVice PresidentChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMarketing DirectorMarketing ManagerOperations ManagerRepresentativeLeaderManagersMaster of Public AdministrationWeb MarketerDatabase Administration ProfessionalDatabase Administrator

Experience & Education

Position:
Regional Vice President of Marketing at Coldwell Banker Residential Brokerage
Location:
Mission Viejo, California
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage Regional Vice President of Marketingsince Sep 2012Koenig & Strey Real Estate Vice President of Media Marketing and TechnologyDec 2009 - Sep 2012
Skills:
Copywriting, Project Management, Management, Creative Direction, Web 2.0, Media Planning, Market...

Jimmy Gaughan Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentArea Sales ManagerRegional Sales ConsultantSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Area Sales Manager at Tri-Emerald Financial, Inc
Title:
Area Sales Manager
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Tri-Emerald Financial, Inc - Lake Forrest, CAArea Sales Managersince Jun 2012Close Your Own Loan.com - Mission Viejo, CASenior Mortgage BankerJun 2011 - Jun 2012

Jeremy Manista Santa Ana, CA

Professions & Specialties

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

Experience & Education

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

Matt Sanchez San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Work

Company:
Allianz asset management
Senior financial analyst
Company:
Metlife
Financial consultant

Ray Valencia Laguna Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerFinancial DirectorFinancial OfficerFinancial ManagerCustomer ServiceClient Service OfficerAccounts PayableAccounts Payable SpecialistFinance and Accounting SpecialistBookkeeperHuman Resources SpecialistRecruitmentBusiness AdministratorAdvisorComputer Software ProfessionalSoftware Developers

Experience & Education

Position:
Firm Director at Independent Firm
Title:
Firm Director
Location:
Laguna Beach, California
Industry:
Executive Office
Work history:
Independent Firm - Laguna Beach, CAFirm Directorsince 2011Trilogy Financial - Irvine, CAFinancial Advisor2010 - Sep 2011

Jennifer Hurd San Juan Capistrano, CA

Professions & Specialties

Bank TellerBankerFinancial Services ProfessionalFinancial Services Sales AgentTeam Member

Experience & Education

Work

Company:
Eagle community credit union
Member service represnative
Company:
Jpmorgan chase bank - Rancho Santa Margarita, CA
Bank teller

Skills

Capstone Project Developed campaign for agency in small team setting creating ideas for the needs...

Wendy Halland San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerAccounting BookkeeperBookkeeperBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Corporate consulting
Financial consultant
Company:
Pw brands llc - Laguna Hills, CA
Controller

Skills

Controller, Startup Specialis, Accounting, Financial Statements, Big 5 Audit and Tax, analysis,...

Jon Leonhardt San Juan Capistrano, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerMaster of Business AdministrationBachelor of ScienceClient Service OfficerCustomer Service

Experience & Education

Work

Company:
United prepaid network
Account manager
Company:
Mortgage & real estate companies
Mortgage banker

Brett Wikander Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerOperations Manager

Experience & Education

Position:
Personal Banker at Wells Fargo Bank
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Wells Fargo Bank - Mission Viejo, CAPersonal Bankersince Sep 2010Global debt mangement Debt ConsultantAug 2009 - May 2010

Amber Hawthorne San Juan Capistrano, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveConsumer Goods ProfessionalSales PersonClient Service OfficerCommodities ClerkSales RepresentativeCustomer ServiceProperty ManagerReal Estate Manager

Experience & Education

Position:
Owner at Bambu Earth
Location:
Mission Viejo, California
Industry:
Consumer Goods
Work history:
Bambu Earth Ownersince Mar 2009Equity Residential Sales ConsultantAug 2008 - Aug 2011
Skills:
Social Media, Blogging, Illustrator, Soapmaking, Beauty Industry, Skin Care

Monette Harris San Juan Capistrano, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentTeller

Experience & Education

Work

Company:
Citibank - San Clemente, CA
Personal banker
Company:
North island credit union - San Diego, CA
Financial services representative ii

William Mandeville San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccountantOperations ManagerRecruitment

Experience & Education

Work

Company:
Link revenue resources, llc
Accountant
Company:
Tax & financial group
Financial advisor

Ali Ahmari Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersCounselorAdvisorBroker AssociateLicensed Real Estate BrokerReal Estate Sales AgentProperty ManagerReal Estate ManagerBusiness AdministratorMaster of Business AdministrationBuyer and SellerSales RepresentativeChief ExecutiveCorporate ExecutiveOperations Manager

Experience & Education

Position:
Mortgage Banker / Loan Consultant at Claiber Funding, Associate Broker at Evergreen Realty &...
Title:
Mortgage Banker / Luxury Home Loan Lender Caliber Funding LLC
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Claiber Funding Mortgage Banker / Loan Consultantsince Sep 2012Evergreen Realty & Associates Associate Brokersince 2012
Skills:
Banking, VA loans, Credit, First Time Home Buyers, Real Estate Economics, Finance, REO, Funding,...
Languages:
English, Persian

Lynette Sideris Irvine, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Trader joes - Irvine, CA
Company:
Latco enterprises - San Clemente, CA

Roseann Parra San Juan Capistrano, CA

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales AgentLoan Officers

Experience & Education

Work

Company:
Greenpoint mortgage - Santa Ana, CA
Loan funder / doc drawer/ shipper
Company:
Bank of america - Irvine, CA
Loan funder / doc drawer/ shipper

Christina Sain San Juan Capistrano, CA

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerOperations ManagerCustomer Service

Experience & Education

Work

Company:
Plaza home mortgage - Irvine, CA
Senior funder
Company:
Metlife bank - Irvine, CA
Senior funder

Saeed Manshadi San Juan Capistrano, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Triequa wealth management
Assistant financial planner

Skills

Active and valid FINRA Series 7 and 63- Life Insurance License

Dawn Perkins Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentTeam LeaderOperations ManagerIndependent ConsultantCounselorAdvisorConsumer Goods ProfessionalCommodities ClerkPoliceAdministrative ClerkClerical SpecialistAdvertising ProfessionalAdvertising Sales AgentPsychology Specialist

Experience & Education

Position:
Team Leader at Origami Owl, Independent Consultant at Scentsy, Inc.
Title:
Team Leader at Origami Owl
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Origami Owl Team Leadersince Jul 2012Scentsy, Inc. - Mission Viejo, CAIndependent Consultantsince Jul 2011

James Byrnes Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing ProfessionalAdvertising Sales AgentHospital Care ProfessionalCertified Nurse AideHealth ProfessionalHealth PractitionerNurseNurse PractitionerAgentSales RepresentativeWeb MarketerManagersAdvisorBillerAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Community Liaison at Maxim Healthcare Services, Financial Advisor at World Financial Group (WFG)
Title:
Experienced in Healthcare, Sales, Management, & Client Relations.
Location:
Orange County, California Area
Industry:
Hospital & Health Care
Work history:
Maxim Healthcare Services - 17862 E Seventeenth St, Tustin CA 92780Community Liaisonsince Apr 2012World Financial Group (WFG) - Greater San Diego AreaFinancial Advisorsince Jan 2012

Jeremy Guajardo San Juan Capistrano, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Licensed Personal Banker at Chase Bank
Title:
Licensed Personal Banker
Location:
Mission Viejo, California
Industry:
Investment Banking
Work history:
Chase Bank - Mission ViejoLicensed Personal Bankersince Oct 2010

Patrick Mcgrath Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentProject EngineerEngineering SpecialistBoard MemberOwnerManagement Team ExecutiveOperations ManagerChief ExecutiveConsumer Goods ProfessionalCommodities ClerkConstruction

Experience & Education

Position:
Senior Project Engineer at Fluidmaster
Title:
Project Engineer at Fluidmaster
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Fluidmaster - San Juan Capistrano, CASenior Project Engineersince Jan 2009Griffin+McGrath Irrigation - Tustin, CAOwnerJun 2006 - Dec 2008

Spencer Morris Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFounderChief Executive OfficerFounding MemberChief ExecutiveCorporate ExecutiveMarketing ManagerBrand PlannerBrand RepresentativeConsumer Goods ProfessionalCommodities ClerkAccount Manager

Experience & Education

Position:
CEO & Founder at Sun Moon Enterprises, Inc.
Title:
Founder of Sun Moon Enterprises, Inc.
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Sun Moon Enterprises, Inc. - Irvine, CACEO & Foundersince Apr 2012McGraw-Hill Higher Education Field SalesFeb 2011 - Jul 2012

Alan Bigdelou San Juan Capistrano, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentAdministrative AssociateAdministrative ClerkClerical SpecialistSEO SpecialistWeb MarketerSales PersonSales RepresentativeMarketing Manager

Experience & Education

Position:
Administrative Assistant at PlanetPlexi (Sole Proprietorship)
Title:
Personal Banker at Wells Fargo
Location:
Mission Viejo, California
Industry:
Banking
Work history:
PlanetPlexi Administrative Assistantsince Jun 2012Best Buy BBM Sales ConsultantSep 2007 - Jun 2012
Skills:
Retail, Merchandising, Store Management, Visual Merchandising, Customer Service, Loss Prevention,...

Rose Mendoza San Juan Capistrano, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentSports TrainerSports TrainersOwnerPartnerChief ExecutiveConsumer Goods ProfessionalCommodities ClerkModelCertified Nurse AideNurseNurse PractitionerTrainer

Experience & Education

Position:
Owner at Opening Act Window Fashions, Boresha Referral Partner & Coach at Boresha
Title:
Independent Distributor / Coach at Boresha
Location:
Mission Viejo, California
Industry:
Consumer Goods
Work history:
Opening Act Window Fashions OwnerBoresha - Orange County, California AreaBoresha Referral Partner & Coachsince Mar 2010

Maria Ward Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerManagerOperations ManagerProject ManagersProject ManagerSales Manager

Experience & Education

Position:
Sr. Field Services Manager at Coldwell Banker Real Estate
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker Real Estate Sr. Field Services Managersince 2007Saddleback Church Translation Project Manager2003 - 2007
Languages:
English, Spanish

Ann Katapski Trabuco Canyon, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerConsumer Goods ProfessionalCommodities ClerkCoordinatorManagersChief Administrative OfficerChief Executive

Experience & Education

Title:
Looking for employment
Location:
Trabuco Canyon, California
Industry:
Consumer Goods
Work history:
Duane Gomer Seminars - Mission Viejo, CACustomer ServiceAug 2012 - Dec 2012McKeon Homes, Inc. Keller Williams Realty - Mission Viejo, CATeam CoordinatorJan 2012 - Aug 2012

Sonya Wong Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistTax PreparerAccounting BookkeeperBookkeeperTax AccountantCounselorAdvisorAccount ManagerField AuditorAuditorOffice AssistantNon-ProfitOffice ClerkClerical SpecialistLicensed Real Estate BrokerProperty ManagerReal Estate ManagerEntertainment ProfessionalEntertainerOperations Manager

Experience & Education

Position:
Financial Advisor at Jamison Keener, LLC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Jamison Keener, LLC - Ladera Ranch, CA. 92694Financial Advisorsince Feb 2010Tatum LLC ConsultantAug 2010 - Aug 2013
Certifications:
Certified Public Accountant, California State Board of Accountancy
Series 6,7, 63 and 65 Licensee, FINRA

Matthew Poulin Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentCoordinatorCounselorManagersAdvisorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerOffice AdministratorOperations Manager

Experience & Education

Position:
Relocation Counselor at Coldwell Banker Residential Brokerage
Title:
Outgoing Referral Coordinator, Coldwell Banker Southwest Region
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage - Mission Viejo, CARelocation Counselorsince Mar 2009Coldwell Banker Residential Brokerage - Yorba Linda, CAAssit. Office AdministratorOct 2002 - May 2009

Josh Murray San Juan Capistrano, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Position:
Branch Sales Manager at Kohler Co.
Location:
Mission Viejo, California
Industry:
Consumer Goods
Work history:
Kohler Co. Branch Sales Managersince Apr 2012Kohler Co. Sr. Sales Executive-ConstructionAug 2000 - Apr 2012

Nancy Martinez Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLoan SpecialistLoan OfficersSecretaryChief Administrative OfficerManagerChief ExecutiveOperations ManagerTeam MemberFinance and Accounting SpecialistAccounts PayableAccounts Payable SpecialistAccounts ReceivableAccounting BookkeeperBookkeeperProject ManagersMarketing ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Planning Secretary at Civic Solutions
Title:
Financial Services Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Civic Solutions - City of Jurupa ValleyPlanning Secretarysince Jul 2012Jean Morangu, M.D. - San Juan Capistrano, CAFinancial Services Administrator2011 - 2011

Vollie Mathews San Juan Capistrano, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLoan AccountantInformation Technology SpecialistIT SpecialistClerical Specialist

Experience & Education

Position:
Personal Banker at OneWest Bank
Location:
Mission Viejo, California
Industry:
Financial Services
Work history:
OneWest Bank - Huntington Beach, CAPersonal Bankersince Sep 2010Eagle Communty CU - Lake Forest, CALoss Mitigation OfficerAug 2007 - Apr 2010

Claudia Zhang Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerSupplierConsumer Goods ProfessionalServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeCommodities Clerk

Experience & Education

Position:
Manager, Supplier Quality at Fluidmaster
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Fluidmaster - San Juan Capistrano, CAManager, Supplier Qualitysince Nov 2011Opella Supplier Quality2012 - 2012
Skills:
Supplier Quality, Quality Systems, PPAP, ISO 13485, Design of Experiments, Medical Devices, Design...
Languages:
Chinese

Brian Wakeman Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentOwnerPartnerChief ExecutiveDB AdministratorDatabase Administration ProfessionalDatabase AdministratorConsumer Goods ProfessionalCommodities ClerkLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Partner at Vanishing Screens Group, Partner at Rawa Enterprises
Title:
Owner / Partner of DoubleVision Ent., LLC, dba THE VANISHING SCREENS GROUP
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Vanishing Screens Group - Oceanside & San Clemente, CAPartnersince Oct 2003Rawa Enterprises - San Clemente, CAPartnersince 1979

Kristen Ferrise Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentAdministrative AssociateApprenticeAdministrative ClerkClerical SpecialistAgentSales RepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerStudent WorkerPublic Relations Professinal

Experience & Education

Position:
Referral Administrator to Relocation Department at Coldwell Banker
Title:
Referral Administrator at Coldwell Banker Residential Brokerage Southwest - Client Development Group
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker - Mission Viejo, CAReferral Administrator to Relocation Departmentsince Jul 2011Bridal & Event Lounge Intern2011 - 2011

Dennis Pike San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial AdviserFinancial Services ProfessionalFinancial Services Sales AgentFinancial SpecialistManaging PartnerPartnerChief ExecutiveCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Managing Partner at Marketpro Trading, LLC
Title:
Managing Partner of Marketpro Trading, LLC
Location:
Mission Viejo, California
Industry:
Financial Services
Work history:
Marketpro Trading, LLC - Mission Viejo, Ca.Managing Partnersince Mar 2009Thrivent Investment Management Financial ConsultantFeb 2005 - Mar 2009
Skills:
Process Improvement, Strategic Financial Planning, Strategic Planning, Investments, Portfolio...

Shane O'reilly Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorSchool PrincipalSchool AdministratorEducational ManagerConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Title:
Sought After Developmental Consultant
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
O'Reilly Development Group - Mission Viejo, CAPrincipalJan 2002 - Aug 2010

Ofer Ben-menahem Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Investment Consultant at TD Ameritrade
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
TD Ameritrade - Mission Viejo, CAInvestment Consultantsince Jun 2013AXA Advisors - Irvine, CAFinancial ConsultantAug 2009 - May 2013
Skills:
Wealth Management, Investments, Retirement Planning
Languages:
English, Hebrew

Edgar Vera San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorSAP ConsultantSoftware TesterIT ConsultantComputer SpecialistProject ManagerBusiness AdministratorAnalystsSoftware DeveloperSoftware DevelopersInformation Systems AnalystIT AnalystBachelor of ScienceBuyer and SellerSales RepresentativeSchool AdministratorEducational ManagerOperations ManagerProject Managers

Experience & Education

Work

Company:
Dc&m partners llc
Sap consultant/quality assurance lead
Company:
Kforce inc - Irvine, CA
Erp financial consultant

Skills

SAP R/3 Financial modules 6.x versions, SAP XI, Ariba Buyer 7.03, Ariba Dynamic Trade 2.5, Ariba...

Paulette Corum Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentRelationship ManagerAccount Service ManagerClient Service OfficerAdvisorVice PresidentChief ExecutiveCustomer Service

Experience & Education

Position:
Priority Bank Relationship Manager at Union Bank
Title:
Priority Relationship Manager at Union Bank
Location:
Orange County, California Area
Industry:
Banking
Work history:
Union Bank - Mission Viejo, CAPriority Bank Relationship Managersince Oct 2011Wells Fargo Bank Vice President and Private BankerFeb 1975 - Aug 2011



Financial Services Sales Agents near San Juan Capistrano, CA03,9427,88411,82615,76819,710Santa AnaIrvineNewport BeachLaguna BeachAnaheimCosta MesaEl ToroCoronaOrangeTustin