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Financial Services Sales Agents in California

Financial Services Sales Agents in Walnut Creek, CA

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Here is a complete list of most available Financial Services Sales Agents in Walnut Creek, CA.

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249 results found

Joseph Woerner Walnut Creek, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Sales Agent • Marketing Director • Senior Manager • Chief Executive • Operations Manager • Consumer Goods Professional • Agent • Commodities Clerk • Sales Representative • Business Administrator • Market Analyst • Market Research Analyst • Region Manager • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Area Manager • Managers • Customer Service

Experience & Education

Title:
Consumer Package Goods Sales and Customer Marketing Professional
Location:
United States
Industry:
Consumer Goods
Work history:
Central Garden and Pet - Walnut Creek, CACustomer Marketing DirectorMar 2012 - Apr 2013Del Monte Foods - San Francisco Bay AreaSenior Manager, Customer MarketingAug 2008 - Feb 2012
Skills:
FMCG, Customer Marketing, Trade Marketing, Business Planning, Trade Promotions, Shopper Marketing,...
Full Profile

Clint Madison Walnut Creek, CA

Professions & Specialties

Banker • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Counselor • Advisor • Board Member • Management Team Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Buyer and Seller • Client Service Officer • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Customer Service • Managers • Chief Executive • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Advertising Sales Agent

Experience & Education

Position:
Sr. Mortgage Consultant at Envoy Mortgage, Member, Board of Directors at The American Institute of...
Title:
Sr. Mortgage Banker at Envoy Mortgage
Location:
Walnut Creek, California
Industry:
Real Estate
Work history:
Envoy Mortgage - Walnut Creek, CASr. Mortgage Consultantsince Jul 2012The American Institute of Ethics - San Francisco Bay AreaMember, Board of Directorssince Mar 2009
Skills:
Market Research, Real Estate Investment, Multifamily, Commercial real estate, HOA, Condos,...
Full Profile

Nicole Foster Walnut Creek, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Talent Acquisition Advisor • Human Resources Specialist • Technical Recruiter • Recruitment • Personnel Coordinator • Talent Agent • Personnel Specialist • Branch Manager • Field Marketing Specialist • Marketing Administrator • Biotechnology Professional • Biologist • Biological Scientist • Consumer Goods Professional • Account Service Manager • Commodities Clerk • Client Service Officer • Director • Chief Administrative Officer • Marketing Manager • Operations Manager • Chief Executive • Software Tester • Computer Specialist • Representative • Customer Service

Experience & Education

Position:
Branch Manager & Executive Recruiter at AT-Tech
Title:
Talent Acquisition Specialist for Technology Professionals and Hiring Authorities
Location:
Walnut Creek, California
Industry:
Staffing and Recruiting
Work history:
AT-Tech - Walnut CreekBranch Manager & Executive Recruitersince 2012PsiNapse Technology - Pleasanton, CADirector of Staffing & Government Services2008 - 2012
Full Profile

David Kinkead Walnut Creek, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Financial Director • Chairperson • Chief Operating Officer • Vice President of Marketing • Operations Manager • Financial Officer • Financial Manager • Chief Executive • General and Operations Manager • Director of Operations • Vice President • Consumer Goods Professional • Commodities Clerk • Model • Driver • Human Resources Specialist • Recruitment

Experience & Education

Position:
Consumer Brands Financial Planning & Analysis at Safeway
Title:
Manager, Financial Planning & Analysis
Location:
Walnut Creek, California
Industry:
Consumer Goods
Work history:
Safeway - Pleasanton, CAConsumer Brands Financial Planning & AnalysisReal Mex Restaurants - Union City, CAFinance Manager2011 - 2012
Skills:
Strategic Planning, Forecasting, Operating Budgets, Financial Analysis, Profit Maximization,...
Full Profile

John Cho Hayward, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Analyst • Market Research Analyst • Supporting Member • Team Member • Data Entry Specialist • Data Scientist

Experience & Education

Title:
Financial Analyst
Location:
Castro Valley, California
Industry:
Financial Services
Work history:
Spire Restaurant & Bar - San Francisco Bay AreaFinancial Consultant - AssistantSep 2010 - Mar 2011Charles Schwab Trust Company - San Francisco Bay AreaSr. Associate of Cash OperationsMar 2007 - Sep 2009
Full Profile

Juan Gachet Walnut Creek, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
J.p. morgan securities llc an affiliate of j.p.morgan chase bank
Licensed private client banker
Company:
San jose state university - San Jose, CA
Vice-president at economics club

Skills

Data Analysis, Statistics, Investments, Finance, Economics, Banking, Management, Sales, Bilingual...
Full Profile

Kamran Amintaheri Walnut Creek, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Agent • Sales and Marketing Manager • Sales Representative • Sales Engineering Specialist • Sales Engineer • Television Host • Commercial Announcer • Presenter • Account Manager • Foreman • Construction Administrator • Construction Manager • Team Leader • Operations Manager • Software Engineer • Software Developers • Bachelor of Science • Business Administrator

Experience & Education

Work

Company:
Jp morgan chase
Relationship banker ii
Company:
Citibank - Danville, CA
Personal banker ii
Full Profile

Ameen Rouhani Walnut Creek, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Correspondent • Reporter • Team Member

Experience & Education

Position:
DE Underwriter at CMG Financial
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
CMG Financial DE Underwritersince Nov 2012Pacific Union Financial, LLC Funder/Correspondent DivisionAug 2012 - Nov 2012
Skills:
Mortgage Lending, Loans, Credit, Loan Origination, Mortgage Banking, Credit Analysis, Credit Risk,...
Full Profile

Keona Stanley Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Jp morgan chase
Personal banker/ sr. teller
Company:
Comcast cable communications - Concord, CA
Telephony order management and retentions specialist
Full Profile

Nicole Villegas Walnut Creek, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Officers • General Education • Customer Service

Experience & Education

Work

Company:
Pmi group - Walnut Creek, CA
Investigation & compliance support lead
Company:
Chase - Pleasanton, CA
Loan funder
Full Profile

Marco Cugia Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Real Estate Appraiser

Experience & Education

Work

Company:
Dunn & associates
Commercial real estate appraiser
Company:
Axa financial advisors - Los Angeles, CA
Financial consultant - retirement benefits group
Full Profile

Roxanne Saki Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Market presidents
Regional sales plan based
Company:
Wells fargo bank - San Francisco, CA
Financial consultant, sf bay regional finance
Full Profile

Vah Hovakimian Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst

Experience & Education

Work

Company:
Wells fargo (rhi) - Oakland, CA
Financial analyst
Company:
About the kids foundation - Los Altos, CA
Financial consultant
Full Profile

Greg Yuen Union City, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Member Service Representative • Membership Advisor • School Principal • School Administrator • Educational Manager • Business Administrator • Team Member • Senior Online Leader • Internet Marketing Manager • Web Marketer • Bachelor of Science • Sales Manager • Marketing Manager • Operations Manager

Experience & Education

Position:
Financial Associate - CUSO Financial Services, L.P. at Patelco Credit Union
Title:
Financial Associate - CUSO Financial Services, L.P
Location:
Union City, California
Industry:
Financial Services
Work history:
Patelco Credit Union - Pleasanton, CAFinancial Associate - CUSO Financial Services, L.P.since Apr 2013Golden 1 Credit Union - San Francisco, CAMember Service RepresentativeFeb 2011 - Apr 2013
Skills:
Budgets, Microsoft Office, Customer Service, Account Management, Marketing, Microsoft Excel,...
Languages:
Spanish
Full Profile

Manish Kulkarni Walnut Creek, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Auditor • Consumer Goods Professional • Commodities Clerk • Quality Assurance Manager • Quality Assurance Professional • Inspector • Researcher • Survey Researcher

Experience & Education

Position:
Lead Quality Auditor at Del Monte Foods
Location:
Walnut Creek, California
Industry:
Consumer Goods
Work history:
Del Monte Foods - Walnut Creek, CA, USALead Quality Auditorsince Jan 2013Del Monte Foods - Toppenish, WA, USAQuality Assurance ManagerJan 2005 - Dec 2012
Skills:
Quality Assurance, Compliance, Manufacturing, Food Processing, Food Industry, Food Safety, Quality...
Full Profile

Alicia Cragholm Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor @ Merrill Lynch
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Merrill Lynch - Walnut CreekFinancial Advisorsince 2012Morgan Stanley Smith Barney Wealth Management2010 - Nov 2012
Skills:
Financial Analysis, Investments, Retirement Planning, Wealth Management, Insurance, Strategic...
Languages:
English, Farsi
Full Profile

Kasra Rahimi Walnut Creek, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Chianti's ristorante
Heald server
Company:
Wells fargo bank - Concord, CA
On-line banker
Full Profile

Christine Forristall Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Mechanics Investment and Insurance Services
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Mechanics Investment and Insurance Services - Richmond, CaliforniaFinancial Consultantsince Oct 1997
Skills:
Investments, Insurance, Securities, Financial Services, Real Estate, Strategic Planning, Sales...
Full Profile

Erin Beable Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Systems Administrator • Computer Systems Administrator • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Walnut Creek, California
Industry:
Investment Management
Work history:
Morgan Stanley - Walnut Creek, CAFinancial Advisorsince Jun 2003JB Oxford & Co - Beverly Hills, CATrading Floor System Administrator / Trading AssistantJul 1999 - Feb 2002
Full Profile

Sonia Siracusa Concord, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President of Sales • Vice President • Chief Executive • Consumer Goods Professional • Commodities Clerk • Operations Manager • Project Managers • Bachelor of Business Administration • Business Administrator • Office Clerk • Clerical Specialist • Market Analyst • Market Research Analyst • Web Developer • User Interface Designer • Software Developers

Experience & Education

Position:
V.P. Sales & Marketing at Integrity
Location:
Pleasant Hill, California
Industry:
Consumer Goods
Work history:
Integrity - Martinez, CAV.P. Sales & Marketingsince Sep 2012Opening Technologies, Inc. - Concord, CAOffice Admin/Sales & Marketing SupportSep 2011 - Aug 2012
Full Profile

Jon Lehmann Walnut Creek, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Sales Executive • Sales Manager • Student Worker

Experience & Education

Position:
Private Client Banker at JPMorgan Chase
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
JPMorgan Chase - 1994 Tice Valley Blvd., Walnut Creek, CA, 94595Private Client Bankersince Jun 2012JPMorgan Chase - 1994 Tice Valley Blvd., Walnut Creek, CA, 94595Personal BankerDec 2011 - Jun 2012
Full Profile

Chanda Leger Walnut Creek, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Account Service Manager • Sales Person • Client Service Officer • Sales Representative • Customer Service

Experience & Education

Position:
VP, Strategic Account Executive at banking
Title:
VP, Strategic Account Executive at Bank of America Merchant Services
Location:
Walnut Creek, California
Industry:
Banking
Work history:
Banking - East Bay and Silicon ValleyVP, Strategic Account Executivesince May 2012Wells Fargo - Walnut Creek, CABusiness Sales Consultant 2Aug 2003 - May 2012
Full Profile

Pam Wojciechowski Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Position:
Sales Associate at Coldwell Banker Residential Brokerage, Northern California
Location:
Walnut Creek, California
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage, Northern California Sales Associatesince Mar 2007
Full Profile

Shanna Castro Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Position:
Personal Banker at Sonoma Bank
Title:
Personal Banker at Sterling Savings Bank
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Sonoma Bank - Walnut Creek, CAPersonal Bankersince Apr 2012Wells Fargo Bank - Walnut CreekPersonal BankerJun 1999 - Apr 2012
Full Profile

Jessica Seilhan Walnut Creek, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Consumer Goods Professional • Commodities Clerk • Financial Analyst • Operations Manager • Project Managers • IT Specialist

Experience & Education

Position:
Sr. Finance Manager at Discover Books
Location:
Walnut Creek, California
Industry:
Consumer Goods
Work history:
Discover Books - PleasantonSr. Finance Managersince Apr 2013The Clorox Company - Oakland, CASenior Financial AnalystOct 2011 - Apr 2013
Full Profile

John Ranelli Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Title:
President and CEO at Central Garden & Pet Company
Location:
Walnut Creek, California
Industry:
Consumer Goods
Work history:
Woolrich, Inc. Chairman and CEO2011 - 2012Mikasa, Inc. CEO & President2007 - 2009
Full Profile

George Latif Walnut Creek, CA

Professions & Specialties

Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Graphic Design Specialist • Graphic Designer • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Citibank
Bank teller/customer service representative
Company:
Union bank - Danville, CA
Bank teller/customer service representative

Skills

Highly creative and multitalented Graphic Designer with experience in multimedia, marketing and...
Full Profile

Ellie Nelson Walnut Creek, CA

Professions & Specialties

Banker • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Counselor • Advisor • Appraiser • Estimator • Financial Analyst • Construction Laborer • Sales Representative • Psychology Specialist

Experience & Education

Work

Company:
Nelly's international gallery
Art consultant & appraiser
Company:
Bank of america - Oakland, CA
Senior banker / client manger / loan officer

Skills

experience retail sales, banking, mortgage's and relationship builder (17 years experience) Skill...
Full Profile

Patricia Leonard Walnut Creek, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Senior Director • Manager • Chief Executive • Senior Manager • Operations Manager • Examiner • Inspector

Experience & Education

Work

Company:
Wells fargo bank, n.a
Vice president, deputy senior director of credit, lending manager
Company:
Wells fargo bank, n.a
Vice president, senior examiner

Skills

Credit Administration, Credit Risk Management, Financial Analysis, Underwriting, Commercial...
Full Profile

Jamie Mittone Walnut Creek, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Consumer Goods Professional • Commodities Clerk • Managers • Project Managers • Operations Manager • Advertising Sales Agent

Experience & Education

Position:
Office Manager at Extreme Health USA
Title:
Office Manager at Extreme Health
Location:
Walnut Creek, California
Industry:
Consumer Goods
Work history:
Extreme Health USA - Walnut CreekOffice Managersince Jun 2012Names in the News - Oakland, CAOffice ManagerMay 2007 - Mar 2011
Full Profile

Paula Liss Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive

Experience & Education

Work

Company:
Wells fargo
Financial consultant
Company:
Wells fargo
Full Profile

Gus Halas Walnut Creek, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Director • Chief Executive • Corporate Executive • Operations Manager • Senior Advisor • Advisor • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Director at Hooper Holmes, Director at Triangle Petroleum Corporation, Senior Advisor at White Deer ...
Title:
President & CEO
Location:
Walnut Creek, California
Industry:
Consumer Goods
Work history:
Hooper Holmes Directorsince Mar 2013Triangle Petroleum Corporation - Greater Denver AreaDirectorsince Oct 2011
Full Profile

Neetra Successful Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Chief Executive Officer • Founder • Owner • Operations Manager • Corporate Executive • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO/FOUNDER at STEP BY STEP FOUNDATION, (MANAGER) FINANCIAL CONSULTANT at STEP BY STEP BUILDERS,...
Title:
(MANAGER) FINANCIAL CONSULTANT at STEP BY STEP BUILDERS
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
STEP BY STEP FOUNDATION CEO/FOUNDERsince Jan 2005STEP BY STEP BUILDERS - WALNUT CREEK, CA 94596(MANAGER) FINANCIAL CONSULTANTsince Mar 2004
Full Profile

Bryan Grupe Concord, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Representative • Client Service Officer • Customer Service • Master of Business Administration • Bachelor of Science • Dean • Higher Education Professional • School Administrator • Educational Manager • Accounting Bookkeeper • Bookkeeper • Chief Executive • Corporate Executive • Operations Manager

Experience & Education

Work

Company:
David white & associates
Financial advisor
Company:
Business point impressions - Concord, CA
Account representative

Skills

Sales, Sales/Marketing management in the Ad, Print, Biotech/Healthcare, and Financial Services...
Full Profile

Carmen Lopez Walnut Creek, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Client Manager • Client Service Officer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Team Member • Customer Service

Experience & Education

Work

Company:
Merrill lynch - San Francisco, CA
Wealth management banker
Company:
Bank of america - Walnut Creek, CA
Premier client manager, north contra costa

Skills

An experienced, dedicated and detail-oriented Banker who is knowledgeable in-dept premier banking...
Full Profile

Betty Tam Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Client Service Officer • Psychologist • Bachelor of Science • Team Member • Customer Service • Government Service Executive • Government Administration Officer • Civil Servant • Psychology Specialist

Experience & Education

Work

Company:
Edward jones investments - Walnut Creek, CA
Financial advisor
Company:
Massmutual financial group - Walnut Creek, CA
Financial advisor

Skills

Microsoft Office: Word, Excel, Pivot Table, Power Point, Outlook, Internet, and CRM technology.
Full Profile

Robert Walters Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Citibank
Personal banker
Company:
Wells fargo bank, n.a
Personal banker
Full Profile

Stalone Hong Walnut Creek, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Assistant Store Manager • Shop Manager • Sales Manager • Crewman • Team Member

Experience & Education

Work

Company:
Chase bank
Personal banker ii
Company:
Wells fargo bank - San Francisco, CA
Assistant store manager
Full Profile

Gary Schmidt Walnut Creek, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Customer Service • Business Administrator • Operations Manager

Experience & Education

Work

Company:
Actively seeking a full-time position in customer service / customer support
Company:
Wells fargo bank
Online fraud phone banker
Full Profile

Sally Ng Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at Sally Ng, CFP®
Title:
CERTIFIED FINANCIAL PLANNER™
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Sally Ng, CFP® - Walnut Creek, CACERTIFIED FINANCIAL PLANNER™since Jan 1989
Full Profile

Farhana Riaz Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Equity trading, natixis global asset management
Assistant vice president, head
Company:
Natixis global asset management
Senior trader
Full Profile

Kelly Mccormick Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Position:
Real Estate Broker at Coldwell Banker in Walnut Creek
Title:
Real Estate Broker at J Rockcliff in Walnut Creek
Location:
Walnut Creek, California
Industry:
Real Estate
Work history:
Coldwell Banker in Walnut Creek Real Estate Broker
Full Profile

Anthony Gressak Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Morgan stanley smith barney, wealth management - Walnut Creek, CA
Financial advisor - private bank credit solutions and investment management
Company:
The cheesecake factory - Calabasas Hills, CA
Senior manager
Full Profile

Chris Turner Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Coldwell banker residential brokerage
In house recruiter
Company:
Teampersona - Walnut Creek, CA
Senior recruiter
Full Profile

Kirk Donaldson Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Security Officer • Security • Team Leader • Operations Manager • Financial Analyst

Experience & Education

Work

Company:
Securitas, inc. - Walnut Creek, CA
Security officer
Company:
World savings / atlas sec - Oakland, CA
Financial advisor
Full Profile

Patti Gage Walnut Creek, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Sales Manager • Sales Director • Chairperson • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Coldwell banker real estate
Sales, previous marketing director, previous branch sales manager
Company:
Governor
State president & local chapter president wcr
Full Profile

Mark Joukoff Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker

Experience & Education

Work

Company:
Merrill lynch, pierce
Merrill lynch wealth management financial advisor
Company:
Young & rubicam
Account management, financial, and creative intern
Full Profile

Vincent Chiaro Walnut Creek, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Shop Manager • Operations Manager • Sales Manager

Experience & Education

Work

Company:
Wells fargo bank
Small business administration (sba) banker
Company:
At&t wireless - Walnut Creek, CA
Store manager
Full Profile

Mariano Morales Walnut Creek, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Work

Company:
Bay area rapid transit
Transportation operation station agent
Company:
Chase bank - Oakland, CA
Regional mortgage banker / branch manager
Full Profile

Shahab Yari Walnut Creek, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician

Experience & Education

Work

Company:
Citibank
Licensed personal banker
Company:
American income life insurance - Concord, CA
Life insurance agent
Full Profile


Financial Services Sales Agents near Walnut Creek, CA03156309451,2601,575OaklandPleasantonBerkeleyHaywardSan RamonConcordSan LeandroRichmondAlamedaDanville