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Financial Services Sales Agents in California

Financial Services Sales Agents in Santa Monica, CA

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250 results found

Emir Phillips Los Angeles, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Juris Doctor • MS in Forensic Science • Master of Business Administration • Income Tax Preparer • Finance and Accounting Specialist • Tax Preparer • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Founder • Founding Member • Chief Executive • Bachelor of Science • Financial Analyst • Operations Manager • Economist • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Health Insurance Agent • Property Manager • Real Estate Manager • Non-Profit

Experience & Education

Position:
Ph.D Candidate at The American College, Financial Planner at WealthDirectives, Inc., Enrolled Agent ...
Title:
JD/MBA MSFS EA ChFC CLU Tax and Financial Planning, Ph.d Candidate at The American College
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
The American College - Bryn MawrPh.D Candidatesince Apr 2013WealthDirectives, Inc. Financial Plannersince 2010
Skills:
Disability Insurance, Business Succession Planning, Asset Protection Planning, Cafeteria Plans,...
Languages:
Spanish
Full Profile

Clark Aliano Venice, CA

Professions & Specialties

Loan Specialist • Financial Consultant • Certified Mortgage Planner • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Advisor • Counselor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Managers • Marketing Manager • Operations Manager • Senior Customer Service Representative • Client Service Officer • Sales Representative • Customer Service • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Mortgage Advisor / Financial Consultant at The Aliano Group
Title:
Jumbo Mortgage Loan Specialist - Venice, California
Location:
Venice, California
Industry:
Financial Services
Work history:
The Aliano Group - Venice, CAMortgage Advisor / Financial Consultantsince Aug 2010Dolphin Mortgage Corporation - Westlake Village, CACEO / PresidentAug 1994 - Jul 2010
Skills:
Mortgage Planning, Mortgage Banking, Mortgage Underwriting, Account Management, Sales Management,...
Certifications:
Nationwide Mortgage Licensing System & Registry (NMLS)
Real Estate License (Broker), California Department of Real Estate
Full Profile

Kelly Mossburg Santa Monica, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chief Executive • Project Managers • Interior Designer • Interior Design Specialist • Project Manager • Pilot • Air Transportation Worker • Consumer Goods Professional • Supplier • Commodities Clerk • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Market Analyst • Market Research Analyst • Property Manager • Real Estate Manager

Experience & Education

Position:
Marketing Director & Interior Designer at Cottage Company Interiors, Project Manager - R&D...
Title:
Marketing Director & Interior Designer at Cottage Company Interiors
Location:
Santa Monica, California
Industry:
Consumer Goods
Work history:
Cottage Company Interiors - Harbor Springs, MIMarketing Director & Interior Designersince Feb 2013Beachbody - Santa Monica, CAProject Manager - R&Dsince Aug 2011
Full Profile

Jeanette Corcuera Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Business Leader • Marketing Manager • Operations Manager • Chief Executive • Consumer Goods Professional • Commodities Clerk • Art Director • Production Designer • Design Manager • Marketing Administrator • Coordinator • Apprentice • Managers • Student Worker

Experience & Education

Title:
Consumer Package Goods, Licensing and Direct Response Expert
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Beachbody - Santa Monica, CASr. Brand Director2010 - 2013ANAGRAM INTERNATIONAL - Greater Los Angeles AreaDirector and Head of Licensing2007 - 2008
Skills:
Licensing, Marketing Strategy, Product Development, Entertainment, Product Marketing, Market...
Languages:
Spanish
Full Profile

Austin Trees Los Angeles, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Apprentice • Student Worker • Financial Manager • Corporate Executive • Chief Executive • Financial Officer • Bachelor of Science • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction Specialist • Construction Laborer

Experience & Education

Position:
Financial Advisor Services Intern at Dimensional Fund Advisors, Assistant Portfolio Manager at...
Title:
Financial Advisor Services at Dimensional Fund Advisors
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Dimensional Fund Advisors - Santa Monica, CAFinancial Advisor Services Internsince Apr 2013University of Kansas - Lawrence, KSAssistant Portfolio Managersince Sep 2012
Skills:
Microsoft Office, Portfolio Management, Financial Modeling, Bloomberg Terminal, Capital IQ,...
Full Profile

K.c. Fox Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Chief Brand Officer • Chief Executive • Supporting Member • Apprentice • Team Member • Consumer Goods Professional • Commodities Clerk • Certified Nurse Aide • Student Worker • Nurse • Nurse Practitioner • Project Managers • Engineering Specialist • Authoress • Author • Advertising Sales Agent

Experience & Education

Title:
MBA Candidate at UCLA Anderson
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Munchkin Associate Brand Manager MBA InternJun 2012 - Aug 2012Uncovet - Santa Monica, CAMarketing AssociateFeb 2012 - Jun 2012
Full Profile

Michael Lindman Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainment Professional • Entertainer • Business Administrator • Chief Administrative Officer • Corporate Executive • Chief Executive • Operations Manager • Bachelor of Arts • Student Worker • Data Entry Specialist • Data Scientist

Experience & Education

Position:
Investment Associate at City National Bank
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
City National Bank - Beverly Hills, CAInvestment Associatesince Mar 2013Merrill Lynch Wealth Management - Century City, CAFinancial AdvisorJun 2012 - Mar 2013
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Charles Conroy Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Director • Marketing Director • Chief Executive • Operations Manager • Sports Trainer • Sports Trainers • Consumer Goods Professional • Commodities Clerk • Marketing Manager • Market Research Analyst • Internet Marketing Manager • Web Marketer • Brand Representative • Team Member

Experience & Education

Position:
VP, Beachbody Ultimate Brands at Beachbody LLC
Title:
Vice President, Beachbody Ultimate Brands
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Beachbody LLC - Santa Monica, CAVP, Beachbody Ultimate Brandssince 2010Avid Health Inc (Northwest Natural Products and Nutrition Now) - Vancouver, WashingtonDirector of Marketing2006 - 2008
Skills:
Innovation Management, Brand Management, Business Planning, Cross-functional Team Leadership, New...
Languages:
English, German, French
Full Profile

Kim Dam Los Angeles, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Coordinator • International Affairs • Volunteer • Managers • Non-Profit • Office Assistant • Program Coordinator • Office Clerk • Clerical Specialist • Advocate • Jurist • Legal Counsel • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • Operations Manager • Teaching Assistant

Experience & Education

Title:
Parent Leadership Coordinator at Asian Pacific American Legal Center
Location:
Greater Los Angeles Area
Industry:
International Affairs
Work history:
Asian Pacific American Legal Center - Los Angeles, CAParent Leadership CoordinatorDec 2011 - Jun 2013Pacific Links Foundation - Long Xuyen, VietnamDevelopment Officer & Ford Foundation Community FellowJul 2009 - Aug 2011
Full Profile

Jeremy Stone Santa Monica, CA

Professions & Specialties

Senior Broker • Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Marketing Manager • Counselor • Analyst • Office Assistant • Apprentice • Advisor • Analysts • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Market Analyst • Field Marketing Specialist • Marketing Administrator • Market Research Analyst • Customer Service • Client Service Officer • Agent • Sales Representative • Student Worker

Experience & Education

Position:
Manager, Surveillance & Dispute Resolution at National Planning Corporation (NPC)
Title:
Manager, Surveillance & Dispute Resolution at National Planning Corporation
Location:
Santa Monica, California
Industry:
Financial Services
Work history:
National Planning Corporation (NPC) - Santa Monica, CaliforniaManager, Surveillance & Dispute Resolutionsince Jul 2011Scottrade - San Luis Obispo, CaliforniaBranch ManagerJul 2005 - Jul 2011
Certifications:
Series 4-Registered Options Principal, Financial Industry Regulatory Authority (FINRA)
Series 7-General Securities Representative, Financial Industry Regulatory Authority (FINRA)
Full Profile

Mark Tabit Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Operations Manager • Marketing Manager • Chief Executive • Dean • Higher Education Professional • School Administrator • Educational Manager • Bachelor of Business Administration • Associate of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Financial Advisor Investments at Merrill Lynch
Title:
SVP Merrill Lynch
Location:
Santa Monica, California
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisor Investmentssince Sep 2008Wachovia Securities SVP InvestmentsJan 2005 - Sep 2008
Full Profile

Amanda Maley Santa Monica, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Custodian • Administrative Associate • Custodial Worker • Cleaners • Administrative Clerk • Clerical Specialist • Agent • Sales Representative • SalesForce Administrator • Database Administration Professional • Database Administrator • General Internist • Dermatologist • General Practitioner • Physician • Skin Care Technician • Cosmetologist • Beautician • Health Professional • Health Practitioner

Experience & Education

Position:
Investment Operations Administrator at Pacific Income Advisers
Location:
Santa Monica, California
Industry:
Writing and Editing
Work history:
Pacific Income Advisers Investment Operations Administratorsince Dec 2011UCLA Health System - Santa Monica, CAAdministrative Assistant II - Float TeamMar 2011 - Dec 2011
Skills:
Writing, Editing, Office Administration, Microsoft Excel, Microsoft Office, Office Management,...
Languages:
French
Full Profile

Betsy Blakeley Santa Monica, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Assistant Manager • Guide • Butler • Managers • Tour Guide • Personal Care Aide • Graphic Designer • Graphic Design Specialist • Consumer Goods Professional • Commodities Clerk • Contractor • Independent Business Owners • Operations Manager

Experience & Education

Position:
Assistant Manager, Customer Marketing at FIJI Water Company (FIJI Water, JUSTIN Wines &...
Title:
Assistant Manager, Customer Marketing at FIJI Water
Location:
Santa Monica, California
Industry:
Consumer Goods
Work history:
FIJI Water Company (FIJI Water, JUSTIN Wines & Landmark Vineyards) - Greater Los Angeles AreaAssistant Manager, Customer Marketingsince Apr 2013FIJI Water Company (FIJI Water, JUSTIN Wines & Landmark Vineyards) Graphic Designer, Brand Marketingsince Jan 2011
Skills:
Photoshop, InDesign, Illustrator, Brand Developement, Dreamweaver, Retail Packaging, Adobe Creative ...
Full Profile

Lu Bai Santa Monica, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Manager • Operations Manager • Supplier • Consumer Goods Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Commodities Clerk • Office Clerk • Clerical Specialist • Student Worker • Hairdresser • Computer Specialist

Experience & Education

Title:
Global Sourcing Director
Location:
Santa Monica, California
Industry:
Consumer Goods
Work history:
Science-Inc - Santa Monica, CAGlobal Sourcing Director/ Fashion E-commerce StartupOct 2012 - Aug 2013ShoeDazzle Global Sourcing ManagerMar 2011 - Oct 2012
Languages:
Chinese, English
Full Profile

Jennifer Engler Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advertising Professional • Advertising Sales Agent • Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Student Worker • Marketing Manager • Operations Manager • Public Relations Professinal

Experience & Education

Position:
Agency Leasing at Cushman & Wakefield, Realtor at Coldwell Banker Real Estate
Title:
Agency Leasing at Cushman & Wakefield
Location:
Greater Los Angeles Area
Industry:
Marketing and Advertising
Work history:
Cushman & Wakefield - Los Angeles, CAAgency Leasingsince May 2013Coldwell Banker Real Estate - Santa Monica, CARealtorsince Aug 2011
Full Profile

Ryan Bardet Santa Monica, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Analyst • Project Manager • Analysts • Consumer Goods Professional • Category Analyst • Commodities Clerk • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Master of Science • Chief Executive Officer • Vice President of Sales • Vice President • Project Managers • Corporate Executive • Chief Executive • Sales Manager • Captain

Experience & Education

Position:
Customer and Category Insights Analyst at FIJI Water, Sales Graduate Program & Distribution...
Title:
Customer and Category Insights Analyst at FIJI Water
Location:
Santa Monica, California
Industry:
Consumer Goods
Work history:
FIJI Water - Los Angeles, CACustomer and Category Insights Analystsince Apr 2013Red Bull Sales Graduate Program & Distribution Evolution Project Managersince Jul 2011
Full Profile

Josh Macdonald Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Consumer Goods Professional • Client Service Officer • Commodities Clerk • Customer Service • Chief Administrative Officer • Chief Executive • Independent Business Owners

Experience & Education

Position:
QA Tester at BeachMint
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
BeachMint - Santa Monica, CAQA Testersince Aug 2012Spin Master Ltd. - Culver City, CAQA Tester / Tier 2 Customer SupportSep 2008 - Dec 2011
Full Profile

Leah Schiros Santa Monica, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Yoga Instructor • Aerobics Instructor • Group Fitness Instructor • Health and Fitness Teacher • Sports Trainer • Sports Trainers • Coordinator • Team Member • Fundraiser • Fundraising Officer • Spokesperson • Office Assistant • Managers • Representative • Office Clerk • Clerical Specialist • Board Member • Chief Administrative Officer • Fundraising Director • Director • Chairperson • Management Team Executive • Operations Manager • Chief Executive • Public Relations Manager • Fashion Design • Fashion Designer • Host • Wellness and Fitness • Buyer • Buyer and Seller • Sales Representative

Experience & Education

Title:
Yoga Teacher
Location:
Santa Monica, California
Industry:
Health, Wellness and Fitness
Work history:
MUSE School - Malibu Canyon, CACoordinator and Assistant to School FoundersJun 2011 - Mar 2013William Morris Endeavor - Beverly Hills, CAExecutive AssistantJan 2010 - Jun 2011
Skills:
Advertising, Fashion, Script Coverage, Social Media, Event Planning, Facebook, Social Networking,...
Full Profile

Sherry Diamond Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Person • Consumer Goods Professional • Client Service Officer • Sales Representative • Commodities Clerk • Shop Manager • Sales Manager • Customer Service • Team Member

Experience & Education

Position:
Sales Consultant at Bond No. 9 New York
Title:
Sales & Marketing
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Bond No. 9 New York - Beverly Hills, CaliforniaSales Consultantsince Oct 2012Pure Sense by Paula - Santa Monica, CAStore ManagerJun 2009 - Oct 2012
Full Profile

Matthew Truebe Santa Monica, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Program Director • Produce Manager • Operations Manager • Production Manager • Project Managers • Systems Manager • Data Modeler • Computer Systems Administrator • Data Analyst • Data Entry Specialist • Data Scientist • Consumer Goods Professional • Commodities Clerk • Project Manager • Counselor • Advisor • Software Developer • Business Consultant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Global Sales Systems Manager at Red Bull
Title:
Global Manager
Location:
Santa Monica, California
Industry:
Consumer Goods
Work history:
Red Bull - EverywhereGlobal Sales Systems Managersince Oct 2012Red Bull - Santa Monica, USAData Modeler, BA, PMApr 2011 - Oct 2012
Certifications:
Six Sigma
Full Profile

Keith Queen Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Chief Brand Officer • Operations Manager • Chief Executive • Consumer Goods Professional • Commodities Clerk • Project Managers • Marketing Manager • Team Member • Analyst • Analysts • Student Worker • Brand Representative

Experience & Education

Position:
Senior Brand Manager at Beachbody
Title:
Brand Director at Beachbody
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Beachbody Senior Brand Managersince Jan 2012Beachbody - Santa Monica, CABrand ManagerNov 2010 - Jan 2012
Skills:
Customer Insight, Cross-functional Team Leadership, Digital Marketing, Competitive Analysis, Brand...
Full Profile

Kenny Leong Santa Monica, CA

Professions & Specialties

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

Experience & Education

Position:
Trader at Coastal Trade Securities, LLC
Title:
Trader
Location:
Santa Monica, California
Industry:
Investment Management
Work history:
Coastal Trade Securities, LLC - Santa Monica, CATradersince Jun 2010Assent LLC - Greater Los Angeles AreaTraderJun 2005 - Jun 2010
Full Profile

Amanda Hamilton Los Angeles, CA

Professions & Specialties

Banker • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Representative • Agent • Sales Representative

Experience & Education

Position:
Personal Banker at Wells Fargo, N.A
Title:
Personal Banker SAFE 1
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Wells Fargo, N.A - Marina Del Rey, CAPersonal Bankersince Oct 2012Weitbrecht Communications - Santa Monica, CAOffice for Deaf and Hard of Hearing ServicesOct 2010 - 2012
Skills:
Microsoft Office, Medical Devices, Customer Service, Coaching, Customer Relations, Excel, Word,...
Full Profile

Crystal Cheng Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Equipment Tools Purchasing Agent • Consumer Goods Professional • Department Store Salesperson • Retail Professional • Retail Salesperson • Commodities Clerk

Experience & Education

Title:
Office Administrator at ShoeDazzle
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
ShoeDazzle - Santa Monica, CAOffice AdministratorOct 2009 - Mar 2012
Skills:
Microsoft Office, Microsoft Excel
Full Profile

Blake Knight Santa Monica, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Assistant Manager • Managers • Consumer Goods Professional • Commodities Clerk • Graphic Designer • Software Developer • Software Developers • Web Marketer • Internet Marketing Manager • Marketing Manager

Experience & Education

Position:
Associate Manager, Global Brand Marketing at Mattel
Title:
Assoc Manager, Global Brand Marketing
Location:
Santa Monica, California
Industry:
Consumer Goods
Work history:
Mattel - El Segundo, CAAssociate Manager, Global Brand Marketingsince Jul 2012
Skills:
Brand Development, Product Development, Digital Marketing, Dreamweaver, Web Analytics, Adobe...
Full Profile

Janet Zhou Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Board Member • Operations Manager • Management Team Executive • Consumer Goods Professional • Commodities Clerk • Non-Profit

Experience & Education

Position:
Co-Curator, StartupDigest LA at StartupDigest, Executive Board Member at MIT/Stanford Venture Lab...
Title:
Director of Product at BeachMint
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
StartupDigest - Greater Los Angeles AreaCo-Curator, StartupDigest LAsince Dec 2011MIT/Stanford Venture Lab (VLAB) - Palo Alto, CAExecutive Board Membersince 2008
Skills:
Start-ups, Venture Capital, Entrepreneurship, Business Strategy, Product Management, Strategy,...
Full Profile

Kate Bransfield Santa Monica, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Administrative Officer • Chief Executive

Experience & Education

Position:
Realtor at Coldwell Banker Residential Brokerage, Realtor at Coldwell Banker
Title:
Realtor at Coldwell Banker Residential Brokerage
Location:
Santa Monica, California
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage Realtorsince Jan 2000Coldwell Banker Realtorsince 1997
Full Profile

Christopher Gavigan Santa Monica, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Founder • Board Member • Founding Member • Chief Executive • Management Team Executive • Operations Manager • Advisor • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Founder at The Honest Company, Advisor at Cradle to Cradle Products Innovation Institute, Board...
Title:
Founder of The Honest Company
Location:
Santa Monica, California
Industry:
Consumer Goods
Work history:
The Honest Company Foundersince Jan 2011Cradle to Cradle Products Innovation Institute - San FranciscoAdvisorsince Jun 2010
Skills:
Sustainability, Strategic Planning, Product Development, Health, Environmental Health, Public...
Full Profile

Jeremy Kelly Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Investor • School Principal • School Administrator • Educational Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Marketing Manager • Operations Manager • Health Professional • Health Practitioner • Web Marketer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investor/Principal at Infinite Business Solutions, LLC
Title:
Owner, Infinite Business Solutions, LLC
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Infinite Business Solutions, LLC Investor/Principalsince Oct 2006JPMorgan Chase - West Los Angeles, CAPersonal Banker2010 - 2011
Full Profile

Robert Eckmann Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Entertainer • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President at OlympiaWest Mortgage Group, Mortgage Banker at First Capital, A Mortgage...
Title:
Mortgage Banker at First Capital, A Mortgage Company
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
OlympiaWest Mortgage Group Senior Vice PresidentFirst Capital, A Mortgage Company - Santa Monica, CAMortgage Bankersince Jan 2011
Full Profile

Phil Sanderson Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Technology Director • Technology Manager • Technical Managers • Project Managers • Project Manager • Operations Manager • Chief Executive • Advisor • Java Developer • Computer Software Professional • Software Developer • Software Developers • Independent Business Owners • Editorial Assistant • Editing Professional • Writing and Editing Professional • Writer and Editor • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
CTO at RTime.com
Location:
Greater Los Angeles Area
Industry:
Internet
Work history:
RTime.com - Greater Los Angeles AreaCTOsince Oct 2011Goldline International Inc. - Santa Monica, CAProject ManagerJun 2011 - Mar 2012
Full Profile

Craig Voyton Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Founder • Chairperson • Corporate Executive • Chief Executive • Founding Member • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
President at SmartGrass CA, President at SmartGrass, President at American Builders of California
Title:
CEO/Founder SmartGrass CEO/Founder American Builders of California
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
SmartGrass CA - Santa Monica, CAPresidentsince Jan 2008SmartGrass Presidentsince Jan 2002
Full Profile

Scott Mittleman Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
VP of Business Development at Creative Product Sourcing
Title:
VP Business Development at Creative Product Sourcing
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Creative Product Sourcing - Santa Monica, CAVP of Business Developmentsince 2005Turner Broadcasting Media Sales Planner2000 - 2005
Full Profile

Jason Bhargava Los Angeles, CA

Professions & Specialties

Investment Banking Analyst • Banker • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Founder • Founding Member • Chief Executive • Supporting Member • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Co-Founder & Associate at Telos Advisors
Location:
Greater Los Angeles Area
Industry:
Investment Banking
Work history:
Telos Advisors - Santa Monica, CACo-Founder & Associatesince Apr 2013Montgomery & Co., LLC - Santa Monica, CAInvestment Banking AnalystJul 2010 - Mar 2013
Full Profile

Andy Shalbrack Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Assistant Vice President • Vice President • Chief Executive • Bookkeeper

Experience & Education

Position:
Associate, Repo Trader at Guggenheim Partners
Location:
Greater Los Angeles Area
Industry:
Investment Banking
Work history:
Guggenheim Partners - Santa Monica, CAAssociate, Repo Tradersince Apr 2013Barclays Investment Bank - New York, NYAssistant Vice President, Corporate Repo TradingJan 2013 - Mar 2013
Skills:
Capital Markets, Excel, PowerPoint, Fixed Income, Equities, Corporate Finance
Certifications:
Series 7, FINRA
Series 63, FINRA
Full Profile

Ryan Fernan Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • 3D Animator • Animator • Independent Business Owners

Experience & Education

Position:
Currency Trader at Self Employed
Title:
Self Employed Currency Trader
Location:
Los Angeles, California
Industry:
Animation
Work history:
Self Employed - Greater Seattle AreaCurrency Tradersince Aug 2012Luma Pictures - Santa Monica, CA3D AnimatorAug 2011 - Dec 2011
Skills:
Maya, After Effects, Premiere, Shake, Max, Renderman, Photoshop, Texturing, Compositing, Character...
Full Profile

Nina Klein Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Founder • Production Manager • Founding Member • Chief Executive • Event Manager • Wedding Planner • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Product Manager at Sole Society, Founder/ Certified Event & Wedding Planner at Event Planning...
Title:
Product Manager at Sole Society
Location:
Los Angeles, California
Industry:
Consumer Goods
Work history:
Sole Society - Los AngelesProduct Managersince Jun 2013Event Planning and Consulting - San Francisco/Los AngelesFounder/ Certified Event & Wedding Plannersince Sep 2009
Full Profile

Corey Roman Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Marketing Director • Operations Manager • Chief Executive • Consumer Goods Professional • Commodities Clerk • Marketing Manager • Brand Representative

Experience & Education

Position:
Sr. Director, Marketing/Sales at Maya Group
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Maya Group Sr. Director, Marketing/Salessince Mar 2013Creative Designs International (A Division of JAKKS Pacific) - Santa Monica, CADirector of MarketingJun 2011 - Mar 2013
Skills:
Toys, Consumer Products, Marketing, Product Development, Brand Management, Demand Planning,...
Full Profile

Brian Schelter Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Training Manager • Managers • Technology Manager • Technical Managers

Experience & Education

Position:
Fixed Income Trader at Wells Fargo Securities
Title:
Fixed Income Trader - Wells Fargo Securities, Principal Investments
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Wells Fargo Securities - Santa Monica, CAFixed Income Tradersince Jun 2010Union Bank Loan TraderJan 2001 - May 2010
Languages:
Spanish
Full Profile

Charles Cline Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Vice President - Investments at J.P. Morgan Securities, L.L.C.
Title:
Vice President Investments at J.P. Morgan
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
J.P. Morgan Securities, L.L.C. - Santa Monica, CAVice President - Investmentssince May 2013Merrill Lynch - Greater Los Angeles AreaFinancial Advisor2011 - May 2013
Full Profile

Anna Farzam Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Advisor • Supporting Member • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chase Private Client Banker at Chase Private Client
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Chase Private Client - Santa Monica, CAChase Private Client Bankersince Nov 2011Chase Investment Services Corp. Vice President-Investments-Financial Advisor AssociateJun 2011 - Oct 2011
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Daniel Sampson Santa Monica, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Law Clerk • Law Specialist • Judicial Law Clerk • Lawyer

Experience & Education

Position:
Law Clerk at Randolph & Associates
Location:
Santa Monica, California
Industry:
Law Practice
Work history:
Randolph & Associates - Santa Monica, CALaw Clerksince 2007Harbor Group Financial - Los Angeles, CAInvestment Banker2007 - 2010
Skills:
Trial Practice, Criminal Law, White Collar Criminal Defense, Legal Research, Legal Writing,...
Languages:
English, Spanish, French
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Jeanne Draves Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Consultant • Market Analyst • Market Research Analyst • Financial Director • Board Member • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Marketing Consultant at Avery Dennison, CFO, Board of Directors at Harvest Home, Inc.
Title:
Experienced Marketing Consultant
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Avery Dennison - Brea, CAMarketing Consultantsince 1999Harvest Home, Inc. - Santa Monica, CaCFO, Board of Directorssince Jan 1994
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David Hayman Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Counselor • Advisor • Consumer Goods Professional • Commodities Clerk • Corporate Executive • Accounting Bookkeeper • Bookkeeper • Lecturer • Postsecondary Teacher

Experience & Education

Position:
President International at Dermagenics, Consultant/Mentor at Consulting Startups
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Dermagenics - Santa Monica, CAPresident Internationalsince Dec 2010Consulting Startups - Greater Los Angeles AreaConsultant/Mentorsince Sep 2010
Skills:
Mergers, International Business, Start-ups, Executive Management, Investments, Business Strategy,...
Languages:
English, Japanese
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Amarien Pittman Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Student Advisor • Instructor • Pedagogue • Counselor Education Professor • Educational Counselor

Experience & Education

Work

Company:
Savannah college of art and design (scad) - Savannah, GA
Academic and financial advisor
Company:
Savannah college of art and design (scad) - Savannah, GA
Instructor, first year experience course

Skills

Professional: Research, Writing, Time Management, Organization, Social Media, Presentations...
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David Lennartson Los Angeles, CA

Professions & Specialties

Mortgage Loan Officer • Mortgage Broker • Mortgage Specialist • Loan Officers • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive

Experience & Education

Position:
Sr. Mortgage Loan Officer at Bank of America Home Loans
Title:
Sr. MLO at Bank of America Home Loans
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Bank of America Home Loans - Santa Monica, CASr. Mortgage Loan Officersince Mar 2009Net Financial Group, Inc. - 301 N. Canon Dr. Ste 313, Beverly Hills, CA 90201Broker_ PresidentSep 1999 - Mar 2009
Skills:
Refinance, Mortgage Lending, FHA, Loans, Loan Origination, Mortgage Banking
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Marlene Gunawan Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Supporting Member • Apprentice • Office Clerk • Clerical Specialist • Team Member • Consumer Goods Professional • Commodities Clerk • Student Worker

Experience & Education

Position:
Accounting Associate at Stages Learning Materials
Title:
Bookeeper, Marketing and Executive Assistant
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Stages Learning Materials - Santa Monica, CAAccounting Associatesince Jul 2011Northwestern Mutual Finance InternAug 2009 - Nov 2009
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Anna Farzam Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Advisor • Supporting Member • Team Member

Experience & Education

Position:
Chase Private Client Banker at JPMorgan Chase
Location:
Los Angeles, California
Industry:
Banking
Work history:
JPMorgan Chase - Santa Monica, CAChase Private Client Bankersince Oct 2011Chase Investment Services Corp. - Los Angeles, CA 90024Vice President-Investments-Financial Advisor Associate TraineeJun 2011 - Oct 2011
Skills:
Banking, Credit, Loans, Mortgage Lending, Portfolio Management, Financial Analysis, Credit...
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John Paul Santa Monica, CA

Professions & Specialties

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

Experience & Education

Title:
Independent Financial Analyst
Location:
Santa Monica, California
Industry:
Financial Services
Work history:
Fisher Investments - San MateoAccount Executive2010 - 2011AXA - San FraniscoFinancial AdvisorSep 2009 - Dec 2009
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M. Burchell Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Vice President • Operations Manager • Chief Executive

Experience & Education

Work

Company:
The bank of new york mellon corporation
Wealth director
Company:
Massmutual - Beverly Hills, CA
Financial advisor
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