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Financial Services Sales Agents in California

Financial Services Sales Agents in Santa Rosa, CA

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250 results found

Karen Mountain Santa Rosa, CA

Professions & Specialties

Certified Mortgage Planner • Mortgage Broker • Loan Officer • Mortgage Specialist • Loan Officers • Financial Services Sales Agent • Counselor • Supporting Member • Advisor • Team Member • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Mortgage Broker Associate and Consultant in Northern California at First Priority Financial
Title:
California Mortgage Consultant, Certified Mortgage Planner, Mortgage Broker and Banker-First Priority Financial
Location:
Santa Rosa, California
Industry:
Financial Services
Work history:
First Priority Financial Mortgage Broker Associate and Consultant in Northern Californiasince 2002Allstate Mortgage Mortgage Consultant in Northern CaliforniaJun 1998 - Sep 2002
Skills:
First Time Home Buyers, FHA, Loans, Investors, Real Estate, Mortgage Lending, Mortgage Planning,...
Full Profile

Dara Kasza Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Event Planner • Supporting Member • Team Member • Data Entry Specialist • Data Scientist • Event Manager • Bartender • Operations Manager • Sales Manager • Catering Sales Manager • Sales Executive • Food Service Workers • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Wellness and Fitness • Fitness Trainer

Experience & Education

Position:
Mortage Banker at Peoples Bank, Event Planner/Catering Associate/Sales and Marketing at Charlie’s Ba...
Title:
Mortage Banker at Peoples Bank
Location:
Santa Rosa, California
Industry:
Banking
Work history:
Peoples Bank - Santa Rosa, CaMortage Bankersince Feb 2012Charlie’s Barbeque and Catering Company Event Planner/Catering Associate/Sales and Marketingsince May 2003
Skills:
Recruiting, Training, Marketing, Sales, Customer Service, Budgets, Hotels, Sales Management,...
Full Profile

Dorothy Piazza Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Entertainment Professional • Entertainer • Counselor • Technical Specialist • Technical Support Specialists • Advisor • Construction Specialist • Construction Laborer

Experience & Education

Work

Company:
Apria healthcare
Customer quality specialist-insurance verification specialist
Company:
Wells fargo bank, corp - Santa Rosa, CA
Personal banker
Full Profile

Steve Visnovske Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Manager • Operations Manager • Real Estate Investment Insider • Property Manager • Real Estate Manager • Master of Business Administration • Master of Science • School Administrator • Educational Manager • Analysts • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
Vice President, Private Banking Group at Morgan Stanley Wealth Management
Title:
Vice President, Private Banking Group at Morgan Stanley Private Bank, N.A.
Location:
Santa Rosa, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Santa Rosa, CaliforniaVice President, Private Banking Groupsince Jul 2012Morgan Stanley - Greater St. Louis AreaAVP, Private Banking GroupMay 2011 - Jul 2012
Skills:
Real Estate Development, Residential Homes, Due Diligence, Asset Managment, Investments, Financial...
Full Profile

Jamie Flanagan Santa Rosa, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manufacturing Engineer • Process Engineer • Industrial Engineer • Consumer Goods Professional • Equipment Tools Purchasing Agent • Supplier • Commodities Clerk • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Manager • Operations Manager • Air Transportation Worker • Biologist • Biological Scientist

Experience & Education

Title:
Manufacturing Engineer at CamelBak
Location:
Santa Rosa, California
Industry:
Consumer Goods
Work history:
CamelBak Manufacturing Engineer2013 - 2013OSSEON THERAPUETICS, Medical Devices Manufacturing Engineer, Operation ManagerJan 2011 - Jul 2012
Full Profile

Michael Coutre Santa Rosa, CA

Professions & Specialties

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

Experience & Education

Position:
First Vice President, Branch Director, Financial Advisor, CIMA® at RBC Wealth Management, Investor a...
Title:
1st Vice President, Branch Director, Financial Advisor, CIMA®
Location:
Santa Rosa, California
Industry:
Financial Services
Work history:
RBC Wealth Management - 3562 Round Barn Circle, Suite 310 Santa Rosa, CA 95403First Vice President, Branch Director, Financial Advisor, CIMA®since Jan 2009Canevari's Ravioli Factory & Delicatessen - 695 Lewis Road Santa Rosa, CAInvestorsince Dec 2011
Full Profile

Jason Glazier Santa Rosa, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Strategic Planning & Investment Advisors, a financial advisory practice of Ameriprise Fin. Services
Location:
Santa Rosa, California
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Santa Rosa, CAFinancial Advisorsince Jul 2012Wells Fargo Advisors Financial AdvisorMay 2007 - Jul 2012
Certifications:
Accredited Domestic Partnership Advisor, College for Financial Planning
Chartered Retirement Planning Counselor, College for Financial Planning
Full Profile

Randy Barnes Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Representative • Business Administrator • Advisor • Managers • Operations Manager

Experience & Education

Work

Company:
Citi bank
Personal banker
Company:
Chase
Sr. personal financial representative
Full Profile

Michael Mcnamara Santa Rosa, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Master of Business Administration • Operations Manager

Experience & Education

Work

Company:
Financial consultant
Company:
Collections & ar, cedco publishing co - San Rafael, CA
Manager-credit
Full Profile

Jacob Brodt Santa Rosa, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Customer Service • Operations Manager

Experience & Education

Work

Company:
Bancwest investment services
Financial advisor
Company:
Bancwest investment services - Napa, CA
Financial advisor assistant
Full Profile

Kristal Antoine Santa Rosa, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Collector • Repossessor • Collections Specialist • Client Service Officer • Business Administrator • Master of Business Administration • Bachelor of Business Administration • Student Worker • Customer Service • Operations Manager

Experience & Education

Work

Company:
Scottrade, inc
Stock broker
Company:
Scottrade
Stock broker trainee
Full Profile

Luke Anderson Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Tutor

Experience & Education

Work

Company:
Woodforest national bank - Alabaster, AL
Retail banker
Company:
University of montevallo disability support services - Montevallo, AL
Tutor
Full Profile

Colleen Shannon Santa Rosa, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Outside Sales Representative • Consumer Goods Professional • Commodities Clerk • Event Planner • Event Manager

Experience & Education

Title:
Outside Sales Professional Beauty Solutions LLC
Location:
Santa Rosa, California
Industry:
Consumer Goods
Work history:
Joe Ragan's Complete Office Solutions Sales Representative2010 - 2012XBP Marketing Corp Marketing Event Coordinator2009 - 2010
Skills:
Cold Calling, Customer Service, Sales, B2B, Sales Management, Marketing, Social Media Marketing,...
Full Profile

Reshad Omar Santa Rosa, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Bank of america
Personal banker
Company:
Chase - Rohnert Park, CA
Personal banker
Full Profile

Dan Eddy Santa Rosa, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Consumer Goods Professional • Commodities Clerk • Sales Agent • Services Professional • Sales and Service Specialist • Sales Representative • Produce Manager • Manager • Operations Manager • Production Manager • Community Service Manager • Government Administration Professional • Biotechnology Professional • Biologist • Biological Scientist

Experience & Education

Position:
Contract Consultant at Vode Lighting LLC
Title:
Contact Supply Chain Consultant
Location:
Santa Rosa, California
Industry:
Consumer Goods
Work history:
Vode Lighting LLC - Vode LightingContract Consultantsince Jun 2012Port Of San Francisco - San Francisco, CAContract ConsultantAug 2011 - Jul 2012
Skills:
Strategic Planning, Team Building, Planning, Product Development, Negotiation, Customer Relations,...
Full Profile

Jeff Harris Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • Investor • Certified Nurse Aide • Nurse • Nurse Practitioner • Agent • Sales Representative

Experience & Education

Position:
Mortgage Banker NMLS#388580 at Bay Equity Home Loans, Real Estate Investor & Property Manager...
Title:
Mortgage Banker at Bay Equity Home Loans
Location:
Santa Rosa, California
Industry:
Banking
Work history:
Bay Equity Home Loans - Sonoma County, CaliforniaMortgage Banker NMLS#388580since Jul 2011Independent - British Columbia, CanadaReal Estate Investor & Property Managersince Aug 2004
Skills:
FHA, Mortgage, Mortgage Lending, Loans, VA, Real Estate Finance, Real Estate, Residential Homes,...
Full Profile

Rachael Correll Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Jp morgan chase bank - Santa Rosa, CA
Personal banker
Company:
Usbank - Rohnert Park, CA
Universal banker
Full Profile

John Herrguth Healdsburg, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor / Certified Financial Planner™ at Strategic Planning & Investment Advisors of...
Title:
Financial Advisor at Strategic Planning & Investment Advisors of Ameriprise Financial Services
Location:
Healdsburg, California
Industry:
Financial Services
Work history:
Strategic Planning & Investment Advisors of Ameriprise Financial Services - Santa Rosa, CAFinancial Advisor / Certified Financial Planner™since Oct 2012Quadriga Financial - Healdsburg, CACERTIFIED FINANCIAL PLANNER™Aug 2009 - Oct 2012
Full Profile

Kate Almassi Santa Rosa, CA

Professions & Specialties

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

Experience & Education

Position:
Realtor at Coldwell Banker
Location:
Santa Rosa, California
Industry:
Real Estate
Work history:
Coldwell Banker Realtorsince Oct 2005
Full Profile

Anna Pintane Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Contractor • Independent Business Owners

Experience & Education

Position:
Realtor at Coldwell Banker
Location:
Santa Rosa, California
Industry:
Real Estate
Work history:
Coldwell Banker - Sonoma CountyRealtorsince Jul 2011Creative Property Services Realtor2005 - 2008
Skills:
REO, Single Family Homes, Short Sales, Buyer Representation, Real Estate, Sellers
Full Profile

John Brodey Santa Rosa, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Entertainment Professional • Entertainer • Founder • Founding Member • Chief Executive • Market Research Analyst • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior financial advisor at California Reverse Mortgage Consultants
Title:
CRMC Mortgage and H20 Productions
Location:
Santa Rosa, California
Industry:
Financial Services
Work history:
California Reverse Mortgage Consultants - Santa Rosa, CA.Senior financial advisorsince 2003Broshow H2O Events - Santa Rosa CAPrincipalFeb 2011 - Nov 2012
Certifications:
Real Estate License, California Dept. of Real Estate
Mortgage License, National Mortgage Licensing System
Full Profile

Karen Grotte Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Owner • Chief Executive • Independent Business Owners

Experience & Education

Position:
Owner at Coldwell Banker, Self Employed Full Time Realtor at Coldwell Banker Residential Brokerage
Title:
Self Employed Full Time Realtor at Pacific Union International Real Estate
Location:
Santa Rosa, California
Industry:
Real Estate
Work history:
Coldwell Banker Ownersince Dec 2005Coldwell Banker Residential Brokerage Self Employed Full Time Realtorsince Jan 2005
Full Profile

Jim Criplean Santa Rosa, CA

Professions & Specialties

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

Experience & Education

Position:
NEILMED Pharmaceuticals, Inc at NEILMED Pharmaceuticals, INC
Title:
at NEILMED Pharmaceuticals
Location:
Santa Rosa, California
Industry:
Consumer Goods
Work history:
NEILMED Pharmaceuticals, INC - Santa Rosa CANEILMED Pharmaceuticals, Incsince Jun 2013Hansen Stahl sales and Marketing Sales RepresentativeApr 2005 - May 2013
Full Profile

Rhonda Comalli Santa Rosa, CA

Professions & Specialties

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

Experience & Education

Position:
Owner at Lazy Day Quilts
Title:
Owner - Lazy Day Quilts
Location:
Santa Rosa, California
Industry:
Consumer Goods
Work history:
Lazy Day Quilts - Santa Rosa, CaOwnersince Feb 2012Fidelity National Title/Commonwealth National Title/Liberty TItle/North American Title - Santa Rosa, CAEsrowOfficerMay 1990 - Feb 2011
Full Profile

Bob Duffield Santa Rosa, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairman of the Board • Chairperson • Chief Executive • Sales Manager • Purchasing Manager • Purchasing Managers • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Biotechnology Professional • Biologist • Biological Scientist • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor, Edward Jones
Location:
Santa Rosa, California
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Aug 2008Easter Seals Northern California Chairman of the BoardJan 2006 - Dec 2011
Skills:
Customer Satisfaction, Leadership, Credit, Negotiation, Process Improvement, Public Speaking,...
Languages:
English, Sign Language
Full Profile

Larry Rose Santa Rosa, CA

Professions & Specialties

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

Experience & Education

Position:
Realtor at Coldwell Banker Residential Brokers
Title:
Realtor at Coldwell Banker
Location:
Santa Rosa, California
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokers - Sonoma CountyRealtorsince Oct 2002
Full Profile

Martha Jared Santa Rosa, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Preschool Teacher • Preschool Teachers • Consumer Goods Professional • Commodities Clerk • Owner • Chief Executive

Experience & Education

Position:
Preschool Teacher and Administater. at Busy Brown House Preschool
Title:
Preschool Teacher
Location:
Santa Rosa, California
Industry:
Consumer Goods
Work history:
Busy Brown House Preschool - Busy Brown House Preschool and ChildcarePreschool Teacher and Administater.since Jan 2009The Real Estate Book of Sonoma County - Santa Rosa, CAOwnerJan 2007 - Apr 2009
Full Profile

Ryan Abramson Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Lending Manager at JPMorgan Chase
Title:
AVP - Lending Manager at JPMorgan Chase NMLS # 669899
Location:
Santa Rosa, California
Industry:
Financial Services
Work history:
JPMorgan Chase - san francisco bay areaLending Managersince Jul 2013JPMorgan Chase Mortgage BankerSep 2008 - Jul 2013
Certifications:
NMLS ID, Nationwide Mortgage Licensing System
Full Profile

Jennifer Berghof Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Sports Trainer • Sports Trainers • Software Developers

Experience & Education

Position:
Broker Associate at Coldwell Banker
Location:
Santa Rosa, California
Industry:
Real Estate
Work history:
Coldwell Banker - Santa Rosa, CABroker Associatesince Feb 2013InsideTrack Success CoachAug 2008 - Jun 2011
Full Profile

Anthony Ogata Santa Rosa, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Service Technician • Maintenance and Repair Worker • Technician • Technical Specialist • Technical Support Specialists • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Repair Technician at Miele
Title:
Miele service technician
Location:
Santa Rosa, California
Industry:
Consumer Goods
Work history:
Miele - SF North BayRepair Techniciansince Sep 2010Cardno ERI - Petaluma, CAStaff ScientistFeb 2003 - Apr 2010
Skills:
Data Analysis, Technical Writing, Report Writing, Microsoft Office, Troubleshooting, Sampling,...
Full Profile

Leah Hansen Santa Rosa, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Financial Director • Financial Officer • Financial Manager • Operations Manager • Commodities Clerk

Experience & Education

Title:
Financial Consultant
Location:
Santa Rosa, California
Industry:
Sports
Work history:
Buff, Inc. - Santa Rosa, CAFinance ManagerMay 2009 - Dec 2012Intelisys Finance Manager2007 - 2008
Full Profile

Jack Tran Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Bookkeeper

Experience & Education

Position:
Private Client Banker at JPMorgan Chase
Location:
Santa Rosa, California
Industry:
Banking
Work history:
JPMorgan Chase Private Client Bankersince Feb 2011Wells Fargo Home Mortgage Home Mortgage ConsultantSep 2008 - Feb 2011
Full Profile

Ben Leberthon Santa Rosa, CA

Professions & Specialties

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

Experience & Education

Position:
Realtor/SFR/CHS at Coldwell Banker
Title:
Realtor/SFR/CHS
Location:
Santa Rosa, California
Industry:
Real Estate
Work history:
Coldwell Banker Realtor/SFR/CHSsince May 2011
Skills:
Real Estate, Luxury, Vacation Homes, Seller Representation, Residential Homes, e-PRO, Relocation...
Full Profile

Ma. Huyo-a Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Officers • Assistant Manager • Managers • Notary • Lawyer • Service Operations Expert • Sales Executive • Sales Manager • Operations Manager • Culinary Arts Professional • Food Preparer • Food Preparation Worker

Experience & Education

Work

Company:
Citibank north america
Licensed branch assistant manager and california notary
Company:
Citibank north america
Licensed personal banker and california notary
Full Profile

Ruth Lamm Santa Rosa, CA

Professions & Specialties

Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Manager • Sales Manager • Operations Manager • Sales Representative • Chief Executive

Experience & Education

Work

Company:
Bank of america
Senior bank teller
Company:
Marimar estate winery
Wine sales associate, assistant tasting room manager
Full Profile

Gisela Malone Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Commercial Property Manager • Property Manager • Real Estate Manager • Business Analyst • Analyst • Analysts • Director of Operations • Operations Manager • Chief Executive • Corporate Executive

Experience & Education

Work

Company:
Kardin systems, inc
Business analyst
Company:
Westamerica bank - San Rafael, CA
Business banker
Full Profile

Marsha Gatto Petaluma, CA

Professions & Specialties

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

Experience & Education

Position:
Sales Coordinator at Coldwell Banker Residential Brokerage
Title:
Realtor
Location:
Petaluma, California
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage - Santa Rosa CASales Coordinatorsince Aug 2013Keller Wiilliams Realty RealtorAug 2011 - May 2012
Full Profile

Louis Papp Santa Rosa, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Director of Business Development • Business Development Manager • Operations Manager • Vice President • Chief Executive • Financial Manager • Master of Business Administration • Client Service Officer • Regional Sales Consultant • Sales Representative • Customer Service

Experience & Education

Work

Company:
Bank of the west
Financial advisor
Company:
5t wealth management - Napa, CA
Director of business development

Skills

Finance, sales, management, strategic planning, analytical financial analysis.
Full Profile

Louis Papp Santa Rosa, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director of Business Development • Assistant Vice President • Business Development Manager • Operations Manager • Vice President • Chief Executive • Corporate Executive • Client Service Officer • Regional Sales Consultant • Sales Representative • Customer Service

Experience & Education

Work

Company:
5t wealth management
Director of business development
Company:
Merrill lynch, pierce - Corte Madera, CA
Assistant vice president, financial advisor

Skills

Financial analytics, Senior management, Sales, Sales management, Prospecting, Team work, Relentless ...
Full Profile

Elli Eppard Santa Rosa, CA

Professions & Specialties

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

Experience & Education

Position:
Personal Banker at Sonoma Bank
Title:
Personal Banker, Sonoma Bank
Location:
Santa Rosa, California
Industry:
Banking
Work history:
Sonoma Bank Personal Bankersince Jul 2006ASB Bank Nelson, New Zealand Customer Service OfficerSep 2004 - Aug 2006
Full Profile

Mark Huisking Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive

Experience & Education

Position:
Mortgage Banker at Stearns Lending
Title:
Stearns Lending, NorCal
Location:
Santa Rosa, California
Industry:
Financial Services
Work history:
Stearns Lending Mortgage BankerBlue Oak Mortgage Corporation OwnerNov 2005 - May 2010
Full Profile

Kristin Mcdowell Santa Rosa, CA

Professions & Specialties

Merchant Teller • Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Casino Cashier • Cashier Clerk • Cashier • Sales Representative • General Education • High School Diploma • Pharmaceuticals Professional • Druggist • Pharmacist • Contractor • Managers • Independent Business Owners • Sales Manager

Experience & Education

Work

Company:
Graton resort & casino
Cage cashier
Company:
Westamerica bank - Sebastopol, CA
Merchant teller/teller iii

Skills

Type 70 WPM, Intermediate Computer Skills (Microsoft and Mac), extremely fast learner
Full Profile

David Reinhart Santa Rosa, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chemical Technician • Chemical Professional • Chemist • Mathematician • Computer Specialist • Technicians • Medical Laboratory Professional • Medical Laboratory Technologist • Inspector

Experience & Education

Work

Company:
Direct flow medical
R&d chemical technician
Company:
Professional commodities trader
Full Profile

Somsanith Suvanaseng Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Shift Supervisor • Shift Manager • Managers • Sales Representative • Operations Manager

Experience & Education

Work

Company:
Kfc / a&w
Shift supervisor
Company:
Wells fargo bank - Santa Rosa, CA
Personal banker

Skills

Restuarant Management, Route Sales Experience, Retail Banking, Account Management, Cash Handling,...
Full Profile

Phuong Nguyen Santa Rosa, CA

Professions & Specialties

Banker • Teller • Financial Services Professional • Financial Services Sales Agent • Crewman • Team Member • Phlebotomist • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Work

Company:
Exchange bank
Personal banker
Company:
Sonoma national bank
Personal banker i/ teller
Full Profile

Janice Corey Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Counselor • Advisor

Experience & Education

Work

Company:
Kaiser permanente - Santa Rosa, CA
Retired hr consultant (retired march 19, 2013)

Skills

Coordinated Health Fair/Community Event; The United Way Campagin,Certified African American...
Full Profile

Rudy Oliva Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Supervisor • Representative • Managers • Supporting Member • Team Member • Senior Associate

Experience & Education

Work

Company:
Redwood credit union-corporate office
Senior member services representative i/wire transfer specialist
Company:
Westamerica bank - Healdsburg, CA
Banker
Full Profile

Robert Porter Santa Rosa, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Sales Manager • Sales Director • Vice President • Chief Executive • Marketing Manager • Corporate Executive • Bachelor of Science • Field Marketing Specialist • Marketing Administrator • Area Manager • Managers

Experience & Education

Work

Company:
Regions financial corporation, regions bank - Marion, IL
Assistant vice president, business banker, branch sales manager iii
Company:
Regions bank
Branch sales manager iii
Full Profile

Brittany Scallon Santa Rosa, CA

Professions & Specialties

Merchant Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Client Service Officer • Sales Executive • Customer Service • Sales Manager • Chief Executive • Shift Manager • Managers

Experience & Education

Work

Company:
Peet's coffee and tea
Sales associate/customer service
Company:
Bank of america - Vacaville, CA
Merchant teller
Full Profile

Lori Burmeyer Santa Rosa, CA

Professions & Specialties

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

Experience & Education

Position:
Realtor at Coldwell Banker Real Estate
Location:
Santa Rosa, California
Industry:
Real Estate
Work history:
Coldwell Banker Real Estate Realtor
Full Profile


Financial Services Sales Agents near Santa Rosa, CA060120180240300San RafaelPetalumaVallejoNovatoCotatiSebastopolLarkspurHealdsburgSan AnselmoWindsor