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Financial Services Sales Agents in California

Financial Services Sales Agents in Thousand Oaks, CA

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250 results found

Paul Mcquillan Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Practice Manager • Health Services Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Medical Practice Professional • Medical Practitioner • Sales Engineering Specialist • Sales Engineer • Model • Computer Network Professional • Network Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Chief Executive

Experience & Education

Position:
Practice manager at House Call Doctor Thousand Oaks
Location:
Greater Los Angeles Area
Industry:
Medical Practice
Work history:
House Call Doctor Thousand Oaks - Thousand Oaks, CAPractice managersince Jan 2013Prudential Financial Financial services professionalNov 2009 - Jan 2013
Skills:
Strategic Planning, Telecommunications, New Business Development, Marketing, Project Management
Full Profile

Chris Degroof Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President of Operations • Director • Vice President • Chief Executive • Operations Manager • Customer Service • Client Service Officer • Supplier • Consumer Goods Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Commodities Clerk • Lawn Care Worker • Greenskeeper • Grounds Caretaker • Groundskeeping Worker • School Principal • School Administrator • Educational Manager • Production Manager • Team Member • Psychology Specialist • Advertising Sales Agent

Experience & Education

Position:
Vice President of Operations at EZ Shipper Racks
Title:
Vice President of Operations at EZ Shipper Racks, Inc.
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
EZ Shipper Racks - Westlake Village, CAVice President of Operationssince Aug 2007Chikara International, LLC (self-employed) Principal2004 - Aug 2007
Skills:
Product Development, Analytics, Team Building, Negotiation, Business Process Improvement, Supply...
Certifications:
Certified in Production and Inventory Management (CPIM), APICS, The Association for Operations Management
Full Profile

Ken Sacks Thousand Oaks, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Consultant • Advisor • Sports Trainer • Sports Trainers • Operations Manager • Education Administrator • Work Therapist • Occupational Therapist • Professional Development Teacher

Experience & Education

Position:
Executive Director at Training Traders
Title:
Executive Director at Training Traders Ltd.
Location:
Thousand Oaks, California
Industry:
Financial Services
Work history:
Training Traders - New York, New York and London, UKExecutive Directorsince Feb 2013Sandler Training - Irvine, CaliforniaBusiness Consultant, Management Coach and Sales TrainerJul 2012 - Feb 2013
Skills:
Language, Creative Writing, MS APPS (All), Landmark Education, Conflict Resolution, Private Pilot,...
Languages:
Japanese, Hebrew, Yiddish
Full Profile

Bruce Pitman Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advisor

Experience & Education

Position:
Senior Mortgage Advisor at S&D Mortgage, Inc., Senior Mortgage Advisor at S&D Mortgage, Inc.
Title:
Independent Financial Services Professional
Location:
Greater Los Angeles Area
Work history:
S&D Mortgage, Inc. Senior Mortgage Advisorsince 2006S&D Mortgage, Inc. - Thousand Oaks, CASenior Mortgage Advisorsince May 2006
Full Profile

Sev Salibian Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chief Executive • Entertainment Professional • Entertainer • SalesForce Administrator • Database Administration Professional • Database Administrator • Marketing Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Entrepreneur • Managers • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Research Analyst • Internet Marketing Manager • Web Marketer • Client Service Officer • Sales Representative • Customer Service • Lawyer

Experience & Education

Position:
Marketing Director at YEKRA
Location:
Greater Los Angeles Area
Industry:
Entertainment
Work history:
YEKRA - Studio City, CAMarketing Directorsince 2012Merrill Lynch - Greater Los Angeles AreaPractice Management Development Financial AdvisorJan 2011 - May 2011
Skills:
Business Development, Salesforce.com, Financial Analysis, Marketing, Finance, New Business...
Full Profile

Ryan Burke Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • General Education • Business Administrator • Construction • Advisor • School Administrator • Educational Manager • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Advisor / CSNA at Merrill Lynch, President at BurkeekruB, Inc.
Title:
Financial Advisor / CSNA
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Lynch - Westlake Village CAFinancial Advisor / CSNAsince Aug 2012BurkeekruB, Inc. - Thousand Oaks, CAPresidentsince Sep 2007
Full Profile

Monique Trinh Los Angeles, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Financial Director • Chief Executive • Financial Officer • Financial Manager • Obstetrician • Gynecologist • Entertainment Professional • Entertainer • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Physician • Surgeon • Surgical Specialist • Medical Practitioner • Healthcare Support • Student Worker • Health Professional • Health Practitioner • Clerical Specialist • Spokesperson • Representative • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Administrative/Financial Specialist at UCLA Health System (Department of Obstetrics and...
Title:
Administrative/Financial Specialist at UCLA Healthcare (Obstetrics & Gynecology)
Location:
Los Angeles, California
Industry:
Accounting
Work history:
UCLA Health System (Department of Obstetrics and Gynecology) - Westwood, CAAdministrative/Financial Specialistsince Dec 2012A&K Consulting - Thousand Oaks, CAAccountantsince Sep 2009
Full Profile

Michelle Madonna Los Angeles, CA

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Webmaster • IT Analyst • Web Developer • User Interface Designer • Software Developers • Owner • Sales Manager • Project Managers • Chief Executive • Bachelor of Agriculture • Acting Professional • Impersonator • Customer Service • Client Service Officer • Sales Representative • Sales Executive • Property Manager • Real Estate Manager

Experience & Education

Position:
Associate Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Thousand Oaks, CAAssociate Financial Advisorsince Jun 2012Self directed stock options investor Options TraderMay 2009 - May 2012
Full Profile

Beth Pugh Thousand Oaks, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Licensed Real Estate Broker • Broker Associate • Property Manager • Real Estate Manager • Real Estate Sales Agent • Founder • Director • Founding Member • Chief Executive • Operations Manager

Experience & Education

Position:
Broker, Attorney, Founder at Four Oaks
Title:
Broker, Attorney and Founder of Four Oaks Real Estate
Location:
Westlake Village, California
Industry:
Real Estate
Work history:
Four Oaks - Westlake Village, Ca.Broker, Attorney, Foundersince Jun 2011Coldwell Banker Residential Brokerage Associate BrokerAug 1997 - Jun 2011
Skills:
Tennis, Skiing, Gardening, Real Estate, Condos, Investment Properties, Residential, Sellers,...
Full Profile

Ken Malouf Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President of Marketing • Marketing Director • Vice President • Chief Executive • Consumer Goods Professional • Commodities Clerk • Entertainment Professional • Entertainer • Operations Manager • HR Manager • Business Administrator • Team Member • Advertising Professional • Brand Representative • Advertising Sales Agent

Experience & Education

Position:
VP Marketing and Product Management at Uncle Milton Industries, Inc.
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Uncle Milton Industries, Inc. - Westlake Village, CAVP Marketing and Product Managementsince Mar 2012Jakks Pacific, Inc. - Malibu, CASenior Director of Marketing, Boys Entertainment Brands and Games2009 - 2012
Full Profile

Donna Butler Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Representative • Sales Agent • Sales Person • Customer Relations • Team Leader • Operations Manager • Construction • Managers • Bachelor of Science • Psychologist • Psychology Specialist

Experience & Education

Position:
Realtor - Residential Real Estate at Coldwell Banker
Title:
Realtor at Coldwell Banker Westlake Village
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Coldwell Banker - Westlake Village, CARealtor - Residential Real Estatesince Jul 2008Pacific Marketing Associates Sales Representative2006 - 2007
Full Profile

Matthew Young Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • SEO Specialist • Web Marketer • Analyst • Analysts • Marketing Manager • Advertising Professional • Internet Marketing Manager • Advertising Sales Agent • Representative • Production Assistant • Advisor • Manufacturing Laborer • Laborer • Entertainment Professional • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Client Service Officer • Customer Service

Experience & Education

Position:
SEO Analyst at Bruce Clay, Inc.
Location:
Greater Los Angeles Area
Industry:
Consumer Electronics
Work history:
Bruce Clay, Inc. - Simi Vally, CASEO Analystsince Jun 2011Wells Fargo Bank Personal BankerMay 2010 - Jun 2011
Skills:
Search Engine Positioning, Social Media Marketing, Blog Development, SEM, Blogging, Content...
Full Profile

Joshua Hagen Los Angeles, CA

Professions & Specialties

Financial Services Professional • Banker • Financial Services Sales Agent • Member Service Representative • Representative • Membership Advisor • Advisor • Insurance Salesperson • Insurance Professional • Underwriter • Agent • Client Service Officer • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Operations Manager • Notary • Lawyer • Recruitment

Experience & Education

Position:
Member Service Representative 3/Insurance Representative at Wescom Credit Union
Title:
Financial Services Professional
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Wescom Credit Union - Thousand Oaks, CAMember Service Representative 3/Insurance Representativesince Jun 2011Wells Fargo Personal BankerDec 2010 - Apr 2011
Certifications:
Personal Lines, State of California
Notary Public, State of California
Full Profile

Shana Oliver Thousand Oaks, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Student Worker • Operations Manager

Experience & Education

Work

Company:
Jp morgan chase
Business banker
Company:
Jpmorgan chase
Licensed personal banker

Skills

Licensed with Series 6, 63 and CA Life Insurance. Proficient in Word, Excel, Powerpoint.
Full Profile

Samuel Chilakos Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President of Finance • Financial Officer • Financial Manager • Vice President • Chief Executive • Corporate Counsel • Of Counsel • Jurist • Legal Counsel • Juris Doctor • Bachelor of Science

Experience & Education

Work

Company:
Business affairs/legal
Company:
Financial consultant
Full Profile

Linda Peterson Thousand Oaks, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Private Mortgage Banker at Wells Fargo
Title:
Private Mortgage Banker Wells Fargo NMLSR 614328
Location:
Thousand Oaks, California
Industry:
Banking
Work history:
Wells Fargo - Westlake Village, CAPrivate Mortgage Bankersince Jul 2013Santa Barbara Bank & Trust - Westlake Village, CAAVP-Real Estate LoansApr 2008 - Jun 2013
Full Profile

Reggie Fisher Calabasas, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Sales Manager • Client Service Officer • Customer Service • Entertainment Professional • Entertainer • Data Scientist • Hairdresser

Experience & Education

Position:
Maker at Dinosaur
Title:
Sales at Trader Joes
Location:
Calabasas, California
Industry:
Food & Beverages
Work history:
Dinosaur - Thousand Oaks, CAMakersince Dec 2008Urban Outfitters - Thousand Oaks, CaliforniaSales AssociateNov 2011 - May 2012
Full Profile

Barry Mann Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Business Administrator • Customer Service • Client Service Officer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Business Administration • Athlete • Operations Manager

Experience & Education

Position:
Financial Advisor at Financial Pointe
Title:
Financial Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Financial Pointe - Westlake Village, CAFinancial Advisorsince Oct 2011Eden Memorial Park Family Service CounselorMar 2006 - Jul 2009
Full Profile

David Seery Thousand Oaks, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Coordinator • Office Clerk • Clerical Specialist • Managers • Instructor • Pedagogue • Stock Clerk • Bachelor of Science • Wellness and Fitness • Student Worker • Sales Representative

Experience & Education

Position:
Personal Banker at California Republic Bank
Location:
Thousand Oaks, California
Industry:
Banking
Work history:
California Republic Bank - Westlake VillagePersonal Bankersince May 2011The Little Gym - Thousand Oaks, CAOffice Manager, Party Coordinator, Lead InstructorMar 2007 - Jun 2011
Skills:
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Marketing, Training,...
Full Profile

Matthew Weber Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Apprentice • Analyst • Analysts • Customer Service • Client Service Officer • Student Worker • Chief Executive • Management Team Executive • Operations Manager • Property Manager • Real Estate Manager • Researcher • Survey Researcher

Experience & Education

Title:
Business Analyst
Location:
Shanghai City, China
Industry:
Investment Management
Work history:
First Republic Bank - Los Angeles, CAPersonal BankerDec 2011 - Feb 2013First Republic Bank - Los Angeles, CAInternet Services InternFeb 2011 - Dec 2011
Languages:
English, Chinese, Spanish
Full Profile

Chris Simonoff Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Solutions Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Client Service Officer • Customer Service • Reporter

Experience & Education

Position:
Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Edge - Simi Valley, CAAssistant Vice President, Financial Solutions Advisorsince Nov 2012Merrill Lynch - Westlake Village, CAFinancial AdvisorSep 2011 - Nov 2012
Skills:
Residential Mortgages, Wealth Management
Full Profile

Jeff Sorensen Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Planner • Chairperson • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President & Founder, Financial Planner, Financial Advisor at Sorensen Wealth Management
Title:
Financial Advisor and Planner specializing in proactive wealth management solutions for pre-reitrees and retirees
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Sorensen Wealth Management - Westlake Village, CAPresident & Founder, Financial Planner, Financial Advisorsince Nov 1986
Certifications:
Registered Investment Advisor (RIA), Securities Exchange Commission (SEC)
Series 7, FINRA
Full Profile

Fengyu Cao Los Angeles, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Bachelor of Science • Financial Officer • Financial Manager • Student Worker • Database Administration Professional • Database Administrator • Data Scientist

Experience & Education

Position:
Financial Analyst at Ace Diversified Capital
Title:
Stockbroker/ Financial Analyst at Ace Diversified Capital
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Ace Diversified Capital - 3600 Wilshire Blvd., Suit# 2035Financial Analystsince Nov 2012California State University, Northridge Student AssistantJun 2011 - Jun 2012
Languages:
Chinese (Mandarin), English
Full Profile

Eugene Catrambone Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Advisor • Managing Partner • Operations Manager • Partner • Chief Executive

Experience & Education

Work

Company:
Tempus consulting
Fx advisor
Company:
Mbmg international group - bangkok
Financial advisor

Skills

Active FINRA Series 65
Full Profile

Gerard Bastiaanse Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk • Marketing Administrator • Marketing Professional • Advertising Sales Agent • Master of Business Administration • Bachelor of Science • Chief Executive • Operations Manager • Team Member

Experience & Education

Position:
Director- Brand Marketing at Dole Food Company
Title:
Marketing Director- Dole Packaged Foods
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Dole Food Company - Westlake Village, caDirector- Brand Marketingsince Sep 2010Dole Food Company - Weslake Village, caSr Brand Manager- Frozen FruitAug 2009 - Aug 2010
Full Profile

Joseph Buchanan Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive

Experience & Education

Work

Company:
Morgan stanley
Financial advisor
Company:
Ubs financial services beverly hills complex
Financial advisor
Full Profile

Pieter Joubert Thousand Oaks, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Sales Account Associate • Sales Executive • Marketing Manager • Sales Manager

Experience & Education

Work

Company:
Wells fargo
Personal banker
Company:
Citibank
Personal banker
Full Profile

Michaela Rauscher Calabasas, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Western International Securities
Title:
Financial Advisor Western International Securities
Location:
Calabasas, California
Industry:
Financial Services
Work history:
Western International Securities - 2555 Townsgatre Rd # 300, Westlake Village CA 91361Financial Advisorsince Aug 2012Merrill Lynch Financial AdvisorAug 2007 - Jul 2012
Languages:
German
Full Profile

Ernest Ramirez Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Operations Manager

Experience & Education

Work

Company:
Fidelity investments
Financial representative
Company:
Merrill lynch - Bakersfield, CA
Financial advisor
Full Profile

Ron Winzelberg Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Business Administrator • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Anthem blue cross
Health plan advisor
Company:
Countrywide investment services
Financial advisor
Full Profile

John Muraski Los Angeles, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Associate Professor • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Special Education Professors • Educational Manager • Financial Manager • Management Team Executive • Operations Manager

Experience & Education

Position:
Financial Planner at MassMutual Financial Group, Adjunct Professor CLU Extension at California...
Title:
Financial Planner at MassMutual Financial Group
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
MassMutual Financial Group - Greater Los Angeles AreaFinancial Plannersince Jun 2013California Lutheran University - Thousand Oaks, CAAdjunct Professor CLU Extensionsince Sep 2012
Full Profile

Lynn Hock Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Jurist • Legal Counsel

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Merrill Lynch - Westlake Village, CAFinancial Advisorsince Oct 2012Aviara Real Estate - Westlake Village, CABroker-AssociateMar 2012 - Feb 2013
Full Profile

Richard Goodrich Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Broker Associate • Property Manager • Real Estate Manager • Real Estate Sales Agent • Senior Vice President • Vice President • Chief Executive

Experience & Education

Position:
Broker Associate, Relocation Specialist, FSR at Coldwell Banker
Title:
Realtor, Relocation Specialist at Coldwell Banker
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Coldwell Banker - 883 S. Westlake Blvd., Westlake Village, CA 91361Broker Associate, Relocation Specialist, FSRsince Jun 2004Bank of America Regional Senior Vice PresidentSep 1987 - Dec 2003
Full Profile

Louis Ashamallah Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Board Member • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Account Vice President at UBS Financial Services, Inc.
Location:
Westlake Village, California
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Westlake Village, CAAccount Vice Presidentsince Apr 2007Los Angeles Venture Association Board MemberJun 2010 - May 2012
Full Profile

Linda Merkle Thousand Oaks, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Client Service Officer • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Personal Banker at Wells Fargo
Location:
Thousand Oaks, California
Industry:
Real Estate
Work history:
Wells Fargo - Thousand OaksPersonal Bankersince Nov 2012Aviara Real Estate RealtorJan 2007 - Dec 2012
Full Profile

Albert Coury Thousand Oaks, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager

Experience & Education

Position:
Private Client Risk Manager / Insurance Specialist at AEC Insurance Services
Title:
Insurance & Financial Planner - AEC Insurance Services
Location:
Westlake Village, California
Industry:
Insurance
Work history:
AEC Insurance Services - Located in Southern California servicing our clients all accross the countryPrivate Client Risk Manager / Insurance Specialistsince Aug 1994
Skills:
Insurance, Bonds, Financial Planning, Estate Planning, Long Term Care, Retirement, Annuities,...
Full Profile

Elena Tucker Thousand Oaks, CA

Professions & Specialties

Banker • Teller • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Us bank corp
Personnel banker and teller
Company:
Angle clothing store - Store, DK
Processed sales and returns
Full Profile

Peter Lu Thousand Oaks, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • District Manager • Manager • Region Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk • Area Manager • Managers • Analysts • Independent Business Owners • IT Specialist

Experience & Education

Position:
Sr. District Manager at Anheuser-Busch InBev
Location:
Westlake Village, California
Industry:
Consumer Goods
Work history:
Anheuser-Busch InBev Sr. District Managersince Jan 2013Anheuser-Busch InBev Pricing ManagerMar 2010 - Dec 2012
Full Profile

Kevin Holmes Thousand Oaks, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Westlake Village, California
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Westlake VillageFinancial AdvisorTHE DAVID BERGMANN GROUP InternJun 2011 - Sep 2011
Full Profile

Rhondi Ewing Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Sales Agent • Commodities Clerk • Sales Representative • Counselor • Contractor • Independent Contractor • Advisor • Owner • Partner • Chairperson • Chief Executive • Marketing Consultant • Market Analyst • Market Research Analyst • Baker • Independent Business Owners

Experience & Education

Position:
Owner at Ewing Design (Self-employed)
Title:
Consumer Goods Consultant and Contractor
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Ewing Design Ownersince 2001Cutee Corporation - Westlake Village, CAPartner/PresidentJan 2000 - Jan 2001
Full Profile

Craig Combs Thousand Oaks, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Chairperson • Partner • Operations Manager • Chief Executive • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Director Financial Services at Dole Packaged Foods
Title:
Director Financial Services at Dole Packaged Foods; President KYR Financial Services, Partner River Region Properties
Location:
Thousand Oaks, California
Industry:
Consumer Goods
Work history:
Dole Packaged Foods Director Financial Services
Skills:
Forecasting
Full Profile

Andre Tutuyan Los Angeles, CA

Professions & Specialties

Credit Risk Analyst • Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Team Member • Analysts

Experience & Education

Position:
Senior Counterparty Credit Risk Analyst at Prospect Mortgage, LLC
Title:
Senior Counterparty Credit Risk Analyst
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Prospect Mortgage, LLC Senior Counterparty Credit Risk Analystsince Oct 2012Medtronic - Northridge, CAPrincipal Financial AnalystAug 2011 - Sep 2012
Skills:
Project Management, Business Acumen, Valuation, Equities, Credit Risk, Loans, Hedge Funds,...
Full Profile

Josh Joelson Thousand Oaks, CA

Professions & Specialties

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

Experience & Education

Position:
Owner at Joelson Industries
Title:
President, Joelson Industries
Location:
Westlake Village, California
Industry:
Consumer Goods
Work history:
Joelson Industries - Westlake Village, CaliforniaOwnersince Jan 1988
Full Profile

Chris Blanton Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Founder • Operations Manager • Founding Member • Chief Executive • Sales Director • Regional Vice President • Marketing Manager • Philanthrope • Leader • Non-Profit • Managers • Psychologist • Senior Online Leader • Web Marketer • Internet Marketing Manager • Database Administration Professional • Database Administrator • Psychology Specialist

Experience & Education

Position:
Wealth Manager at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Greater Los Angeles Area
Industry:
Internet
Work history:
Merrill Lynch - Westlake Village, CAWealth Managersince Mar 2013Scratch Brands - Ventura, CAFounderJan 2010 - Jan 2013
Skills:
Strategic Planning, Team Leadership, Start-ups, Entrepreneurship, E-commerce, Executive Management, ...
Languages:
English, Japanese, Korean, Mandarin, French
Full Profile

Joseph Fick Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Wells Fargo Private Mortgage Banker at Wells Fargo Private Mortgage Banking
Title:
Private Mortgage Banker NMLS# 357604
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Wells Fargo Private Mortgage Banking - Westlake Village, CAWells Fargo Private Mortgage Bankersince May 2009Rabobank - Ventura CountyMortgage Loan Rep2003 - May 2009
Full Profile

Elliot Korach Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Government Service Executive • Government Administration Officer • Civil Servant • Supporting Member • Team Member • Biologist • Biological Scientist

Experience & Education

Position:
Financial Services Professional at MassMutual Financial Group
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
MassMutual Financial Group - Westlake Village, CAFinancial Services Professionalsince Feb 2012New England Financial - A MetLife Company - Woodland Hills, CAFinancial Services RepresentativeFeb 2009 - Oct 2010
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Shawnna Manos Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Recognition • Security • Human Resources Specialist • Recruitment

Experience & Education

Position:
Realtor at Coldwell Banker
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Coldwell Banker - Westlake VillageRealtorsince Feb 2007Security Search and Consulting Senior RecruiterFeb 2012 - Feb 2013
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Kristopher Schnell Thousand Oaks, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Cogent Independent Advisors, Inc.
Location:
Thousand Oaks, California
Industry:
Investment Management
Work history:
Cogent Independent Advisors, Inc. Presidentsince May 2012MetLife - Westlake VillageFinancial PlannerNov 2010 - May 2012
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Deanne Sokoloff Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Correspondent • Reporter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Business Administrator • Client Service Officer • Customer Service • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Position:
Litigation Specialist II - CL Representations & Warranties at Bank of America
Title:
Litigation Specialist II at Bank of America
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Bank of America - Thousand Oaks, CALitigation Specialist II - CL Representations & Warrantiessince Nov 2012CHASE Residential Mortgage BankerSep 2010 - Dec 2011
Skills:
Mortgage Banking, Financial Analysis, Residential Mortgages, Commercial Mortgages, Critical...
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Raul Gamino Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • School Principal • School Administrator • Educational Manager • Manager • Sales Manager • Operations Manager • Client Service Officer • Sales Representative • Bachelor of Science • Loan Accountant • Analysts • Customer Service

Experience & Education

Position:
Sales Associate at Hanes Investment Realty, Inc.
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Hanes Investment Realty, Inc. - Westlake Village, CASales Associatesince Jan 2012RGI Enterprises, LLC - Thousand Oaks, CAPrincipal/Risk Manager/TraderFeb 2009 - Aug 2011
Languages:
Spanish
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Financial Services Sales Agents near Thousand Oaks, CA011,43722,87434,31145,74857,185Los AngelesSanta MonicaVan NuysWoodland HillsSanta ClaritaCalabasasNorthridgeOxnardVenturaSimi Valley