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Financial Services Sales Agents in California

Financial Services Sales Agents in Santa Ana, CA

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Here is a complete directory of nearly every local Financial Services Sales Agents in Santa Ana, CA.

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250 results found

Tawnya Bond Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Consumer Goods Professional • Commodities Clerk • Financial Director • Program Director • Chief Executive • Senior Manager • Financial Officer • Financial Manager • Equipment Tools Purchasing Agent • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Security • Counselor • Team Member • Investor • Speaker • Advisor • Spokesperson • Representative • Master of Business Administration

Experience & Education

Position:
Sr. Director of Procurement, North America at Jacuzzi Group Worldwide
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Jacuzzi Group Worldwide - Chino Hills, CASr. Director of Procurement, North Americasince Feb 2011Ascom Network Testing Inc. Director, Supply Chain Americas2010 - Jul 2011
Skills:
Consumer Goods, Income Statement, Manufacturing, Cross-functional Team Leadership, Latin America,...
Full Profile

David Melendez Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk • Chairperson • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Operations Manager • Production Manager • Team Member • Entertainer

Experience & Education

Position:
Licensing & Product Development at Rubies Costume Company
Title:
Licensing & Product Development at Rubies
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Rubies Costume Company Licensing & Product Developmentsince Nov 2012Winged Product Consulting - Orange County, California AreaPresident2012 - 2012
Skills:
Licensing, Product Development, Toys, Manufacturing, Advertising, Commercialization, Consumer...
Full Profile

Julie Healy Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Spokesperson • Advisor • Representative • Advocate • Jurist • Legal Counsel • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Sales Person • Sales Representative • Recruitment

Experience & Education

Position:
Real Estate Agent at Prudential California Realty, Elite Sales Team at Coldwell Banker Previews...
Title:
Realtor with Prudential California Realty
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Prudential California Realty Real Estate Agentsince Jun 2010Coldwell Banker Previews International Elite Sales Teamsince Jan 2008
Full Profile

Jennifer De La Cruz Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Project Manager • Consumer Goods Professional • Commodities Clerk • Project Managers • Advisor • Analyst • Analysts • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Chief Executive Officer • Partner • Corporate Executive • Chief Executive • Market Analyst • Market Research Analyst • Master of Business Administration • Biotechnology Professional • Biologist • Biological Scientist • Medical Practice Professional • Medical Practitioner

Experience & Education

Position:
Enterprise Project Manager at Avery Dennison
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Avery Dennison Enterprise Project Managersince Mar 2010AMGEN, Inc Project ManagerNov 2007 - Feb 2011
Full Profile

Timothy Dyson Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Wellness and Fitness • Human Resources Specialist • Recruitment • Sports Trainer • Sports Trainers • Bachelor of Science • Business Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Lawyer • Corporate Executive • Chief Executive • Educator • Education Professional • Instructor

Experience & Education

Position:
Premier Banker at Wells Fargo
Title:
Premier Banker at Wells Fargo Bank
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Wells Fargo - Los Angeles/Orange County California AreaPremier Bankersince Dec 2009Pinnacle Mortgage Group Senior Mortgage BankerSep 2009 - Dec 2009
Skills:
California Licensed Notary, NMLSR ID: 190090, California Life Insurance, Customer Service, Loans,...
Full Profile

Jim Tupper Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Development Director • Director • HR Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk • Marketing Director • Vice President • Project Managers • Chief Executive • Buyer • Sales Executive • Sales Representative • Buyer and Seller • Project Manager • Analysts

Experience & Education

Position:
Customer Development Manager at Cott Beverages
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Cott Beverages - Irvine, CACustomer Development Managersince Jun 2013Dotta Foods International - Southern CaliforniaDirector of SalesMay 2012 - Jun 2013
Full Profile

Patrick Gahagan Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Account Manager • Consumer Goods Professional • Supplier • Commodities Clerk • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Manager • Operations Manager • Managers • Analysts • Inspector • Marketing Professional • Advertising Sales Agent • State Inspector

Experience & Education

Position:
Customer Account Manager II at General Mills
Title:
Customer Account Manager at General Mills
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
General Mills - Orange County, California AreaCustomer Account Manager IIsince Feb 2013General Mills Business Planning ManagerJan 2012 - Feb 2013
Skills:
Business Analysis, Vendor Managed Inventory, Order to Cash, Logistics Planning, Budget Development, ...
Full Profile

Geoffrey Varga Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Acting Professional • Impersonator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Organization Management • Entertainer • Account Manager • Independent Business Owners • Marketing Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Founding Member • Chief Executive • Sales Manager • Marketing Manager • Operations Manager • Sales Executive • Senior Customer Service Representative • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Northwestern Mutual, Actor at Theatre
Title:
Financial Representative at Northwestern Mutual
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Irvine, CAFinancial Advisorsince 2012Theatre Actorsince 2003
Languages:
Spanish
Full Profile

Hassan Bhayani Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Bookkeeper • Finance and Accounting Specialist • Team Member • Education Professional • Instructor

Experience & Education

Position:
Accounting Specialist III at Bank of America
Location:
Orange County, California Area
Industry:
Banking
Work history:
Bank of America - Brea, CAAccounting Specialist IIIsince May 2013Bank of America - Irvine, CAPersonal BankerMay 2011 - May 2013
Skills:
Program Management, Public Speaking, Communication Skills, Team-oriented, Fast Learner,...
Languages:
English, Urdu, Hindi, Gujarati
Full Profile

Linda Buchanan Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Insurance Professional • Underwriter

Experience & Education

Position:
Mortgage Banker at Emery Financial
Location:
Orange County, California Area
Industry:
Banking
Work history:
Emery Financial Mortgage Bankersince Jun 2012American Interbanc Mortgage Mortgage BankerAug 2010 - May 2012
Full Profile

Matthew Richards Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Executive Compensation • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Regional Sales Consultant • Medical Assistant • Healthcare Support

Experience & Education

Position:
VP Senior Retirement Plan Consultant at East West Bank, VP Senior Retirement Plan Consultant at...
Title:
VP Sr. Retirement Plan Consultant at East West Bank
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
East West Bank - United StatesVP Senior Retirement Plan Consultantsince Jan 2013Comerica Bank - Greater Los Angeles AreaVP Senior Retirement Plan Consultantsince Sep 2011
Full Profile

Alexandra Duhs Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Agent • Client Service Officer • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advertising Professional • Advertising Sales Agent • Recruitment • Customer Service

Experience & Education

Position:
Key Accounts Manager at Edge 5 Internet Marketing, Internet Marketing Assistant at East West...
Title:
Key Accounts Manager at Edge 5 Internet Marketing
Location:
Orange County, California Area
Industry:
Marketing and Advertising
Work history:
Edge 5 Internet Marketing Key Accounts Managersince Jun 2012East West Commercial Real Estate Internet Marketing Assistantsince Dec 2012
Skills:
Social Media Marketing, Video Blogging, Blogging, PowerPoint, Press Releases, Social Media, Direct...
Full Profile

Diane Arce Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Full Time Student at Irvine Valley College
Location:
Orange County, California Area
Industry:
Consumer Services
Work history:
Irvine Valley College - IrvineFull Time Studentsince Jul 2011Bank of America - Costa MesaSenior BankerAug 2006 - Apr 2009
Full Profile

Kendra Velasquez Santa Ana, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Wellness and Fitness • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Funder at Washington Mutual
Location:
Orange County, California Area
Industry:
Health, Wellness and Fitness
Work history:
Washington Mutual Sr. FunderMaster financial Sr funder2004 - 2006
Full Profile

Reinaldo Izumi Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Account Associate • Agent • Sales Executive • Sales Representative • Sales Manager • Controller • Executive Team Leader • Chief Executive Officer • Chief Information Officer • Chief Operating Officer • Financial Director • Chairperson • Vice President • Director • Chief Executive • Corporate Executive • Technology Director • Technology Manager • Technical Managers • General and Operations Manager • Director of Operations • Operations Manager • Financial Officer • Financial Manager • Fiduciary • Trust Law Attorney • Lawyer • Management Analyst • Analysts • Researcher • Survey Researcher

Experience & Education

Position:
Financial Advisor at Merrill Lynch Wealth Management
Title:
Financial Services Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management Financial Advisorsince Apr 2012GUARDIAN LIFE INSURANCE CO. OF AMERICA Group Insurance/Pension Sales AssociateDec 1999 - Apr 2009
Skills:
Insurance, 401k, Investments, Administration, IRA's, Plan Design, Income Properties, Roth IRA,...
Full Profile

Michael Thiele Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Crewman • Leader • Counselor • Team Member • Managers • Advisor • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Public Relations at Fullerton Arboretum, Crew Member at Trader Joe's
Title:
Public Relations at Fullerton Arboretum
Location:
Orange County, California Area
Industry:
Retail
Work history:
Fullerton Arboretum - Fullerton, CAPublic Relationssince Aug 2012Trader Joe's - Brea, CACrew Membersince Jun 2008
Full Profile

Christopher Damore Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Supporting Member • Team Member • Financial Director • Financial Officer • Financial Manager

Experience & Education

Title:
Financial Consultant at Christoper Damore
Location:
Orange County, California Area
Industry:
Accounting
Full Profile

Steve Tran Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Electrical Engineer • Electrical Engineering • Technical Support Specialist • Systems Support Specialist • Support Specialists • Consumer Goods Professional • Commodities Clerk • Apprentice • Student Worker

Experience & Education

Position:
Electrical Engineer at FUTEK Advanced Sensor Technology, Inc
Title:
Electrical Engineer at Futek Advanced Sensor Technology
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
FUTEK Advanced Sensor Technology, Inc - Irvine, CAElectrical Engineersince Jun 2006Kicon - Garden Grove, CAInternJun 2001 - Jun 2002
Skills:
OrCAD Capture, Cadence Virtuoso, Soldering, Mechanical Desktop, Inventor, Labview, PCB design, C,...
Full Profile

Ariel Washington Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member

Experience & Education

Position:
Financial Professional at The Prudential Insurance Company of America, Newark, NJ
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
The Prudential Insurance Company of America, Newark, NJ Financial Professionalsince Apr 2013The Prudential Insurance Company of America, Newark NJ Financial Professional AssociateOct 2010 - Mar 2013
Skills:
Account Management, Territory Management, Strategic Planning, Marketing Strategy, Marketing, Sales...
Full Profile

Leslie Kenyon Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Vice President,Investments at Raymond James, V.P. Investments at Raymond James
Title:
V.P. Investments at Raymond James
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Raymond James Vice President,Investmentssince May 2009Raymond James V.P. Investmentssince May 2009
Full Profile

Sharon Chong Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Licensed Mortgage Banker at Discover Home Loans, Relationship Banker at OneWest Bank
Location:
Orange County, California Area
Industry:
Banking
Work history:
Discover Home Loans - Irvine, CALicensed Mortgage Bankersince Oct 2011OneWest Bank Relationship Bankersince May 2008
Full Profile

Joel Griffith Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Equities trader at GLB Trading
Title:
equities trader at Tuco Trading, LLC
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
GLB Trading Equities tradersince Sep 2006
Full Profile

Jerrold Clarke Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch
Title:
Financial advisor serving families and business owners ★Investment Management ★Financial Planning
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Merrill Lynch Senior Financial Advisorsince Oct 2007*UBS Financial Services Financial AdvisorJan 1998 - Sep 2007
Skills:
Strategic Financial Planning, Investment Management, Retirement Planning, Insurance Planning,...
Full Profile

Steve Binge Santa Ana, CA

Professions & Specialties

Financial Services Professional • Investment Analyst • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Title:
Financial Services Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
GenSpring Family Offices Investment AnalystNov 2007 - Jul 2009WCM Investment Management Portfolio AdministratorJan 2000 - Nov 2007
Skills:
Portfolio Management, Asset Allocation, Security Analysis, Client Service, Asset Management,...
Full Profile

Stan Kirst Santa Ana, CA

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Independent Capital Markets Professional
Location:
Orange County, California Area
Industry:
Capital Markets
Full Profile

George Vera Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Advisor
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Jun 2004Fidelity Investments Investment RepresentativeMay 2010 - Dec 2010
Full Profile

Alden Carrère Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Hunter • Supporting Member • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Institutional Equity Sales at Global Hunter Securities
Location:
Orange County, California Area
Industry:
Investment Banking
Work history:
Global Hunter Securities - Orange County, California AreaInstitutional Equity Salessince Jul 2012BNY Mellon Jr. Portfolio Associate/TraderSep 2011 - Jul 2012
Skills:
Investments, Fixed Income, Financial Analysis, Asset Managment, Financial Modeling, Hedge Funds,...
Full Profile

Alex Aldaz Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • District Manager • Region Manager • Area Manager • Managers • Bookkeeper

Experience & Education

Position:
District Manager at Farmers Insurance Group
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Farmers Insurance Group District Managersince Mar 2007Banco Popular North America Financial ConsultanatMar 2004 - Mar 2007
Full Profile

Allan Heller Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Manager • Operations Manager • Electronics Engineer • Mathematician

Experience & Education

Position:
Broker at Coldwell Banker Previews International
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker Previews International Brokersince Mar 1974Econolite Control Products, Inc. Manager Research & Development1970 - 1974
Skills:
Corona del Mar Real Estate, Laguna Beach Real Estate, Newport Beach Real Estate, Newport Coast Real ...
Full Profile

Marci Marci Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Demo at Trader Joe's
Location:
Orange County, California Area
Industry:
Retail
Work history:
Trader Joe's Demo
Full Profile

Chris Damore Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Director • Partner • Chief Executive • Operations Manager • Orderly • Financial Officer • Financial Manager • Marketing Manager • SEO Specialist • Web Marketer • Bachelor of Business Administration • Business Administrator • Contractor • Team Member • Finance and Accounting Specialist • Independent Business Owners • Account Manager • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Software Developers

Experience & Education

Position:
Financial Consultant at releVenture, llc, Director - Accounting and Finance at Waterstone Capital...
Title:
releVenture llc Managing Partner
Location:
Orange County, California Area
Industry:
Accounting
Work history:
ReleVenture, llc Financial Consultantsince Oct 2010Waterstone Capital Partners, LLC Director - Accounting and Financesince Jun 2002
Skills:
Financial Analysis, Financial Modeling
Full Profile

Jamie Barde Santa Ana, CA

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Independent Capital Markets Professional
Location:
Orange County, California Area
Industry:
Capital Markets
Full Profile

Tracy Lenahan Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Orange County Real Estate Owner/Broker/Realtor at Lend a Hand Real Estate, Real Estate and Mortgage ...
Title:
Orange County Real Estate Broker and Mortgage Broker
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Lend a Hand Real Estate Orange County Real Estate Owner/Broker/Realtorsince Nov 2010Lend a Hand Mortgage Real Estate and Mortgage Brokersince Nov 2010
Skills:
Short Sales, Real Estate, REO, Loans, Mortgage Lending, Referrals, Negotiation, Finance,...
Full Profile

Fay Lin Santa Ana, CA

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Independent Capital Markets Professional
Location:
Orange County, California Area
Industry:
Capital Markets
Full Profile

Carrie Galvin Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Sales Agent • Commodities Clerk • Sales Representative • Team Leader • Operations Manager • Model • Bookkeeper

Experience & Education

Position:
SVP of Business Development at 3 Day Blinds
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
3 Day Blinds SVP of Business Developmentsince 2010Bain & Company Case Team LeaderSep 2006 - Feb 2011
Full Profile

Scott Van Vliet Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
VP Digital Play at Mattel
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Mattel - El Segundo, CAVP Digital Playsince Sep 2011
Skills:
IT Strategy, Digital Strategy, Digital Product Development, Digital Production, Product...
Full Profile

Chris Damore Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Director • Partner • Chief Executive • Operations Manager • Orderly • Financial Officer • Financial Manager • Marketing Manager • SEO Specialist • Web Marketer • Bachelor of Business Administration • Business Administrator • Contractor • Team Member • Finance and Accounting Specialist • Independent Business Owners • Account Manager • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Software Developers

Experience & Education

Position:
Financial Consultant at releVenture, llc, Director - Accounting and Finance at Waterstone Capital...
Title:
releVenture llc Managing Partner
Location:
Orange County, California Area
Industry:
Accounting
Work history:
ReleVenture, llc Financial Consultantsince Oct 2010Waterstone Capital Partners, LLC Director - Accounting and Financesince Jun 2002
Skills:
Financial Analysis, Financial Modeling
Full Profile

Marie Cusumano Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Receptionist • Front Desk Clerk • Front Office Receptionist

Experience & Education

Position:
Agent at Coldwell Banker Beachside
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker Beachside Agentsince Apr 2008Shea Properties ReceptionistAug 1998 - Mar 2004
Languages:
Studying Italian
Full Profile

Federico Douzoglou Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Investment Banking Associate - Financial Institutions Group at FBR
Location:
Orange County, California Area
Industry:
Investment Banking
Work history:
FBR Investment Banking Associate - Financial Institutions Groupsince Jun 2012FBR Capital Markets Investment Banking Analyst - Financial Institutions GroupApr 2010 - Jun 2012
Full Profile

Ethan Sun Santa Ana, CA

Professions & Specialties

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

Experience & Education

Title:
Real Estate Broker/REALTOR® at Coldwell Banker Beachside, Realtors
Location:
Orange County, California Area
Industry:
Real Estate
Skills:
First Time Buyers, Sellers, Short Sales, Foreclosures, Investment Properties, Residential, Selling, ...
Languages:
English, Japanese, Mandarin Chinese
Certifications:
Real Estate Broker, Dept. of Real Estate (DRE)
e-PRO® Technology, NAR
Full Profile

Mahsa Townsend Santa Ana, CA

Professions & Specialties

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

Experience & Education

Title:
Real Estate Broker Coldwell Banker
Location:
Orange County, California Area
Industry:
Real Estate
Skills:
Negotiation, Marketing Strategy, Market Research, Listings, Short Sales, REO, Sellers,...
Full Profile

Nancy Martinez Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Loan Specialist • Loan Officers • Secretary • Chief Administrative Officer • Manager • Chief Executive • Operations Manager • Team Member • Finance and Accounting Specialist • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Accounting Bookkeeper • Bookkeeper • Project Managers • Marketing Manager • Field Marketing Specialist • Marketing 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
Full Profile

Carlton Long Santa Ana, CA

Professions & Specialties

Loan Officer • Banker • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Account Service Manager • Client Service Officer • Escrow Officer • Title Examiner • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Customer Service

Experience & Education

Position:
Relationship Loan Officer at Fremont Bank
Location:
Orange County, California Area
Industry:
Banking
Work history:
Fremont Bank - Aliso Viejo, CARelationship Loan Officersince Feb 2013Intercap Lending - Irvine, CASales Manager - Mortgage BankerJan 2012 - Feb 2013
Certifications:
California Department Of Real Estate, Broker License
Nationwide Mortgage Licensing System, CA - BRE & CA - DBO
Full Profile

Allen Pierce Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Consumer Goods Professional • Commodities Clerk • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager • Sales Representative • Automotive Professional

Experience & Education

Position:
Sales and Marketing Executive at A&S Marketing/Navigator Sales and Marketing
Title:
Sales and Marketing Executive
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
A&S Marketing/Navigator Sales and Marketing - Orange County, California AreaSales and Marketing Executivesince 2008Keller Williams Realty - Dallas, TXCommercial Real Estate Agent2005 - 2008
Skills:
Real Estate, Sales Management, Sales, Selling, Marketing Strategy, New Business Development,...
Full Profile

Emily Wilson Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Area Sales Manager • Consumer Goods Professional • Regional Sales Consultant • Sales Representative • Commodities Clerk

Experience & Education

Position:
Area Sales Manager, US and Canada at Stokke AS
Title:
Area Sales Manager - US and Canada
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Stokke AS - West/Southwest/Midwest USA and CanadaArea Sales Manager, US and Canadasince Jan 2012Stokke AS - Western Region, USARegional Sales ManagerJan 2009 - Jan 2012
Full Profile

Mark Royal Santa Ana, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Registered Representative at United Planners Financial Services, Financial Planner at Royal...
Title:
Financial Planner at Royal Financial
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
United Planners Financial Services Registered Representativesince 2009Royal Financial Planners Financial Plannersince Jan 1999
Full Profile

Gregory St.John Santa Ana, CA

Professions & Specialties

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

Experience & Education

Title:
Experienced Business Building Retail and Wholesale Executive
Location:
Orange County, California Area
Industry:
Consumer Goods
Full Profile

Joy Hwang Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Graphic Designer

Experience & Education

Position:
Realtor at Coldwell Banker Best Realty
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker Best Realty Realtorsince 2006
Skills:
Buyer Representation, Foreclosures, Listings, Single Family Homes, Short Sales, Sellers, Condos,...
Languages:
English, Korean
Certifications:
Certified HAFA Short Sale Specialist
Certified Previews International (Luxury Homes Specialist)
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Ty Moyer Santa Ana, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Director • Operations Manager • Marketing Manager • Psychologist • Web Marketer • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Financial Adviser at Wonderfully Independent
Title:
Wonderfully Independent
Location:
Orange County, California Area
Industry:
Internet
Work history:
Wonderfully Independent Financial Advisersince Jan 2011Hughes Aircraft Company Human Resources DirectorApr 1973 - Dec 1999
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Samantha Fasulo Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Project Manager • Analyst • Analysts • Consumer Goods Professional • Commodities Clerk • Project Managers • Marketing Manager • Operations Manager • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • Law Specialist • Lawyer • Web Marketer • Market Research Analyst • Database Administration Professional • Database Administrator

Experience & Education

Position:
Global Brand Ambassador Project Manager at Oakley
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Oakley - Orange County, California AreaGlobal Brand Ambassador Project Managersince Aug 2012Johnson & Johnson - Greater Chicago AreaSales Leadership Development Program/ Customer Development AnalystJul 2011 - Jul 2012
Skills:
Marketing Strategy, New Business Development, Cross-functional Team Leadership, Forecasting, SEM,...
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