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Financial Services Sales Agents in California

Financial Services Sales Agents in Woodland Hills, CA

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Here is a complete directory of nearly all professional Financial Services Sales Agents in Woodland Hills, CA.

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250 results found

Andrew Zeiser Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Investor • Leader • Advisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Recognition • Business Administrator • Administrative Clerk • Clerical Specialist • Master of Business Administration • Doctor of Philosophy • High School Diploma • General Education • Department Store Salesperson • Retail Professional • Retail Salesperson • Project Managers • Operations Manager • Entertainer

Experience & Education

Position:
Lease Consultant at Wireless Capital Partners
Title:
Lease Consultant at Wireless Capital Partners, LLC
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Wireless Capital Partners - West Los Angeles, CA 90064Lease Consultantsince Apr 2013Wireless Capital Partners - West Los Angeles & San Diego, CAClient Relations SpecialistSep 2012 - Apr 2013
Skills:
Microsoft Office, Financial Analysis, Customer Service, Financial Reporting, Banking, CRM,...
Languages:
English, Spanish
Full Profile

Mike Broudy Los Angeles, CA

Professions & Specialties

Trader • Equity Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Analyst • Entrepreneur • Supporting Member • Analysts • Managers • Team Member • Accounting Technician • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Data Entry Specialist • Data Scientist • Author • Technical Specialist • Technical Support Specialists • Advisor • Finance and Accounting Specialist • Sports Trainers • Sports Game Coach • Operations Manager • Student Worker • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Psychology Specialist • Health Professional • Health Practitioner • Educational Manager

Experience & Education

Position:
Accounting Technician at West Hills Hospital and Medical Center
Title:
Technical Analyst @ Freelance Journalism, Accounting Technican, Entrepreneur
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
West Hills Hospital and Medical Center - West Hills, CAAccounting Techniciansince Oct 2011T3 Trading Group, LLC - Culver City, Los Angeles, CAProprietary TraderMay 2012 - Nov 2012
Skills:
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Risk Management, Financial...
Languages:
Spanish
Certifications:
Chartered Market Technician (CMT) - In process, Market Technician's Association
Full Profile

Arie Aharon Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Partner • Founder • Founding Member • Chief Executive • Customer Service • Client Service Officer • Consumer Goods Professional • Supplier • Commodities Clerk • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Co Founder, Partner at Tol Inc, Co Founder, Partner at Alive Products, UK
Title:
Co Founder, Partner at TOL Inc.
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Tol Inc - Woodland Hills CACo Founder, Partnersince Sep 2005Alive Products, UK - London, United KingdomCo Founder, Partnersince Jan 2005
Full Profile

Chris Seega Woodland Hills, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Founder • Chief Executive • Founding Member • Counselor • Advisor • Consumer Goods Professional • Commodities Clerk • Senior Manager • Operations Manager • Production Manager • Project Managers • Marketing Manager • Manufacturing Laborer • Laborer • Wellness and Fitness • Advertising Professional • Brand Representative • Advertising Sales Agent • Survey Researcher

Experience & Education

Position:
Vice President Direct Response at Lifes2good, Senior DRTV consultant to multiple multinational CPG...
Title:
Vice President Direct Response at Lifes2good
Location:
Woodland Hills, California
Industry:
Consumer Goods
Work history:
Lifes2good - Greater Chicago AreaVice President Direct Responsesince Sep 2012Founder Direct Marketing Partners LLC - Greater Los Angeles AreaSenior DRTV consultant to multiple multinational CPG companiessince Apr 2008
Skills:
Direct Response, Direct Response Television, Direct Marketing, Marketing Strategy, Integrated...
Languages:
Germanic languages
Full Profile

Brittany Sobel Woodland Hills, CA

Professions & Specialties

Banker • Teller • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chairperson • Chief Executive • Customer Service • Client Service Officer • Operations Manager • Sales Manager • Sales and Service Specialist • Sales Executive • Sales Agent • Sales Representative • Bachelor of Business Administration • Business Administrator • Service Operations Expert • Shift Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Executive Support at Farmers Insurance
Location:
Woodland Hills, California
Industry:
Insurance
Work history:
Farmers Insurance - Woodland Hills, CAExecutive Supportsince Sep 2012Bank of Manhattan Relationship BankerJun 2010 - Aug 2012
Full Profile

Emmy Vargas Woodland Hills, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Management Analyst • Representative • Leader • Analysts • Managers • Customer Service • Client Service Officer • Consumer Goods Professional • Commodities Clerk • Athletes • Board Member • Management Team Executive • Operations Manager • Sales Executive • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Manager • Chief Executive • Wellness and Fitness • Recruitment • Employee Relations Specialist • Labor Relations Specialist • Fitness Trainer • Mathematician

Experience & Education

Position:
Order Management Analyst: Customer Service & Product Supply at Procter & Gamble, Athlete...
Title:
Order Management Analyst at Procter & Gamble
Location:
Woodland Hills, California
Industry:
Consumer Goods
Work history:
Procter & Gamble - Woodland Hills, CaOrder Management Analyst: Customer Service & Product Supplysince May 2011USA Weightlifting Athlete Representative, Board of Directorssince Mar 2008
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 • Lawyers

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

Cristina Diaz Los Angeles, CA

Professions & Specialties

Teller • Financial Services Professional • Financial Services Sales Agent • Account Manager • Customer Service • Client Service Officer • Chief Executive Officer • Manager • Chief Executive • Corporate Executive • Operations Manager • Counselor • Advisor • Computational Scientist • Information Technology Specialist • Computer Scientists • IT Specialist • Bachelor of Science • Marketing Professional • Advertising Sales Agent

Experience & Education

Position:
Teller / Financial Services Representative at Logix Federal Credit Union, Account Manager at...
Title:
Teller / Financial Services Representative at Logix Federal Credit Union
Location:
Greater Los Angeles Area
Industry:
Information Services
Work history:
Logix Federal Credit Union - Woodland HillsTeller / Financial Services Representativesince May 2012Ponce's Pool & Spa Services - Woodland HillsAccount Managersince Nov 2010
Skills:
Access, Microsoft Office, Customer Relations, Marketing Strategy, Excel, Microsoft Excel,...
Full Profile

Jen Svejda Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director of Business Development • Business Development Manager • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Organization Management

Experience & Education

Position:
Director of Business Development at Woodland Hills~Tarzana Chamber of Commerce
Location:
Greater Los Angeles Area
Industry:
Nonprofit Organization Management
Work history:
Woodland Hills~Tarzana Chamber of Commerce - 20121 Ventura Blvd. #204 Woodland Hills, CA 91364Director of Business Developmentsince Jun 2008Rocky Roaster Director of Business DevelopmentJan 2007 - Apr 2008
Skills:
Non-profits, Community Outreach, Business Development, New Business Development, Public Speaking,...
Full Profile

Brent Colquitt Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Senior SAP Consultant • Computer Software Professional • SAP Consultant • IT Consultant • Software Developers • Project Manager • Project Managers • Information Technology Specialist • IT Manager • IT Specialist • Business Consultant • Advisor • Managers • Operations Manager • Bachelor of Science • Arts and Crafts Specialist • Entertainer • Craft Artist

Experience & Education

Position:
Sap Project Manager at Trader Joe's
Title:
Senior SAP Consultant
Location:
Greater Los Angeles Area
Industry:
Computer Software
Work history:
Trader Joe's Sap Project Managersince Jun 2013Sapphire Consulting - Greater Los Angeles AreaSenior SAP ConsultantJan 2000 - Jul 2013
Skills:
SAP, SAP Implementation, SAP ERP, SAP R/3, ERP, SAP BW, SD, Business Analysis, Business...
Full Profile

Frank Leòn Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Bank Teller • Banker • Assistant Manager • Managers • Consumer Goods Professional • Commodities Clerk • Director • Operations Manager • Pastoral Worker • Clergy • Project Managers • Chief Executive • Human Resources Specialist • Recruitment • Student Worker

Experience & Education

Position:
Assistant Manager at The Men's Wearhouse
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
The Men's Wearhouse Assistant ManagerThe Rock Anaheim Church Central Administration Ministry DirectorAug 2012 - Feb 2013
Full Profile

Fred Grant Woodland Hills, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Director • Chairperson • Chief Executive Officer • Operations Manager • Chief Executive • Corporate Executive • Agent • Sales Representative • Correspondent • Reporter • Business Administrator

Experience & Education

Position:
SVP - Director of Mortgage Lending at Peak Finance Company
Location:
Woodland Hills, California
Industry:
Banking
Work history:
Peak Finance Company - Woodland Hills, CA 91367SVP - Director of Mortgage Lendingsince Apr 2013First Home Capital, Inc. - Southern CaliforniaPresident/ CEOSep 2011 - Apr 2013
Full Profile

Debbie Gitt Woodland Hills, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Chief Executive Officer • Chief Administrative Officer • Corporate Executive • Chief Executive • Dance Instructor • Dancing Teacher • Consumer Goods Professional • Agent • Commodities Clerk • Sales Representative

Experience & Education

Position:
Advanced Swing Dance Instructor at LindyGroove, General Manager at LindyGroove
Title:
Experienced Sales Manager
Location:
Woodland Hills, California
Industry:
Consumer Goods
Work history:
LindyGroove Advanced Swing Dance Instructorsince Sep 2001LindyGroove General Managersince Sep 2001
Skills:
Brand Development, Marketing Management, Customer Acquisition, Marketing, Account Management,...
Full Profile

Janelle Santana Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • District Manager • Region Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Apprentice • Area Manager • Managers • Student Worker • Operations Manager • Chief Executive • Non-Profit • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Data Scientist • Recruitment

Experience & Education

Position:
District Manager at ADP
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
ADP - Woodland Hills, CADistrict Managersince Aug 2012Keystone Capital LLC - Greater San Diego AreaFinancial Representative InternSep 2011 - Jun 2012
Full Profile

Manouk Adamyan Woodland Hills, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounts Receivable • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Drivers

Experience & Education

Position:
Financial Services Professional at New York Life
Title:
Financial Services Professional at New York Life Insurance Company
Location:
Woodland Hills, California
Industry:
Financial Services
Work history:
New York Life - Woodland HillsFinancial Services Professionalsince Sep 2012JNS Trucking, INC - Pasaeda, CASenior Accounting ManagerJan 2010 - Sep 2012
Languages:
Armenian
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

Georg Baerje Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Sales Agent • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Internal Wholesaler / Regional Marketing Specialist at AIG SunAmerica
Title:
Annuity Specialist / Internal Sales
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
AIG SunAmerica - Woodland Hills, CAInternal Wholesaler / Regional Marketing Specialistsince Jun 2011Wells Fargo Premier BankerJan 2010 - Jun 2011
Full Profile

Daniel Fiorito Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managing Member • Board Member • Manager • Operations Manager • Management Team Executive • Advisor • Representative

Experience & Education

Position:
Managing Member at Insight Wealth Advisors, LLC. A Member of the Fusion Advisor Network, CPA...
Title:
Licensed Financial Services Professional and CPA Shareholder
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Insight Wealth Advisors, LLC. A Member of the Fusion Advisor Network Managing Membersince Aug 2009Block, Plant, Eisner, Fiorito & Belak-Berger, An Accountancy Corporation - Woodland Hills, CACPA Shareholdersince Aug 1996
Skills:
Financial Planning, Tax, Estate Planning, Wealth Management, Asset Management, Accounting,...
Full Profile

David Olnick Woodland Hills, CA

Professions & Specialties

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

Experience & Education

Position:
Investment Executive at Raymond James Financial Inc.
Title:
Investment Executive, Fixed Income--Raymond James Financial Services
Location:
Woodland Hills, California
Industry:
Financial Services
Work history:
Raymond James Financial Inc. - The Warner Center, Woodland Hills, CA.Investment Executivesince Apr 2012U.S. Bancorp Private Client Reserve Group - Los AngelesVice President Financial AdvisorJun 2009 - Apr 2012
Skills:
Management, Financial Risk, Wealth Management, Investments, Banking, Mutual Funds, Trusted Advisor, ...
Languages:
French+Portuguese
Full Profile

George Rivero Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk • Account Manager • Sales Representative • Bachelor of Science

Experience & Education

Position:
* at Zenith Insurance Company (United States)
Title:
*
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Zenith Insurance Company (United States) - Woodland Hills, CA*since Jan 2012Aware Products Account ManagerFeb 2011 - Mar 2012
Full Profile

Mike Sarieddine Woodland Hills, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Visionary Entrepreneur • Chief Executive Officer • Corporate Executive • Chief Executive • Information Technology Specialist • IT Specialist • Enterpreneur

Experience & Education

Position:
CEO at AnswerMania, INC., Personal Banker at J.P. Morgan
Title:
Visionary Entrepreneur
Location:
Woodland Hills, California
Industry:
Information Technology and Services
Work history:
AnswerMania, INC. - Woodland Hills, CACEOsince Feb 2012J.P. Morgan Personal Bankersince Aug 2010
Languages:
Arabic
Full Profile

Irasema Tornero Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Human Resources Representative • Recruitment • Advisor • Supporting Member • Generalist • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Operations Officer • Chief Executive • Marketing Manager • Psychology Specialist • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Recruiter/Financial Advisor Associate at World Financial Group (WFG), Human Resource...
Title:
Recruiter/Financial Advisor Associate
Location:
Woodland Hills, California
Industry:
Financial Services
Work history:
World Financial Group (WFG) - Woodland Hills, CARecruiter/Financial Advisor Associatesince Oct 2012Robert Half International/Office Team - Woodland HillsHuman Resource Generalist/Recruitersince Nov 2012
Full Profile

Cynthia Cornell Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Area Sales Manager • Consumer Goods Professional • Client Service Officer • Regional Sales Consultant • Sales Representative • Commodities Clerk • Customer Service

Experience & Education

Position:
Portfolio Market Strategy & Planning Account Executive at Procter & Gamble, Regional Sales...
Title:
Category Account Executive at Procter & Gamble
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Procter & Gamble - Woodland Hills, CAPortfolio Market Strategy & Planning Account Executivesince Jan 2013Procter & Gamble - Western Pennsylvania/NYRegional Sales Managersince Apr 2005
Skills:
Sales Management, Selling, Direct Sales, New Business Development, B2B, Forecasting, Negotiation,...
Full Profile

Lawrence Truong Woodland Hills, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Medical Record Transcriber • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Customer Service • Client Service Officer • Bachelor of Science • Administrative Clerk • Clerical Specialist

Experience & Education

Work

Company:
American international group - Woodland Hills, CA
Financial services representative - investment funds
Company:
Bally total fitness - Encino, CA
Assistant sales manager
Full Profile

Greg Folk 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 • Team Member • Inventory Specialist • Logistician • Sports Trainers • Sports Professional • Sports Person • Athletes • Retail Salesperson

Experience & Education

Position:
Financial Solutions Advisor at Merrill Edge
Title:
Assistant Vice President - Financial Solutions Advisor at Merrill Edge
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Edge - Woodland Hills, CAFinancial Solutions Advisorsince Feb 2012Merrill Lynch Financial Advisor2010 - Feb 2012
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Marc Silver Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Coordinator • Managers • Art Director • Production Designer • Design Manager • Associate Producer • Art Producer • Media Producer • Entertainer

Experience & Education

Position:
Manager at Trader Joe's
Location:
Greater Los Angeles Area
Industry:
Food & Beverages
Work history:
Trader Joe's - West Hills, CAManagersince 2004Walt Disney Animation Studios Production CoordinatorFeb 2007 - Nov 2007
Full Profile

Tim Pabustan Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Advisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bartender • Sales Representative • Operations Manager

Experience & Education

Position:
Property and Casualty Specialist at Gaspar Insurance Services, Inc., Financial Advisor at Axianta...
Title:
Entrepreneur and Insurance Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Gaspar Insurance Services, Inc. - Woodland Hills CAProperty and Casualty Specialistsince 2011Axianta Financial Partners - Woodland HillsFinancial Advisorsince 2011
Skills:
Insurance, Life Insurance, Term Life Insurance, Property & Casualty Insurance, Commercial...
Full Profile

Dennis Claussen Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Repossessor • Collections Specialist • Vice President • Manager • Director • Chief Executive • Operations Manager • Consumer Goods Professional • Commodities Clerk • Package Designer • Commercial Designer • Design Manager • PR and Communications Professional • Tour Guide • Public Relations Professinal • Comedian • Entertainer

Experience & Education

Position:
VP of Creative Operations at Wham-O
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Wham-O - Woodland Hills, CAVP of Creative Operationssince Oct 2009Jakks Pacific - Malibu CAVP of Creative Services (All Divisions)2002 - 2009
Skills:
Product Design, Packaging, Concept Design, Toys, Industrial Design, Concept Development, Consumer...
Full Profile

Cuong Do Woodland Hills, CA

Professions & Specialties

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

Experience & Education

United States Patent InventorAppl. No.Assignee

#6061666  May 9, 2000

Filed: Dec 17, 1996

 Cuong Do (Woodland Hills, CA)
Michael Merman (Santa Monica, CA)
 8/768289 Citicorp Development Center (Los Angeles, CA)
International Classification: G06F 1760U.S. Classification: 705 43
Patent:
Automatic bank teller machine for the blind and visually impaired
Abstract:
An automatic bank teller machine (ATM) that uses a combination of simple visual cues, large-type...
Full Profile

Bobby Huynh Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers • Computer Software Professional • Software Developers • Management Analyst • Analysts • Personal Care Aide • Non-Profit • Recruitment

Experience & Education

Position:
Founder at Prestige Wealth Management LLC, Financial Advisor at Arete Wealth Management
Title:
Financial Advisor at Arete Wealth Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Prestige Wealth Management LLC Foundersince Feb 2010Arete Wealth Management - Woodland Hills, CAFinancial Advisorsince Feb 2010
Skills:
Investments, Wealth Management, Retirement Planning, Insurance, Wealth, Estate Planning,...
Full Profile

Brad Mccall Woodland Hills, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Cashier Supervisor • Consumer Goods Professional • Cashier Clerk • Cashier • Commodities Clerk • Leader • Managers

Experience & Education

Position:
Sr. Product Category Manager at Harbor Freight Tools
Location:
Woodland Hills, California
Industry:
Consumer Goods
Work history:
Harbor Freight Tools - Calabasas CaliforniaSr. Product Category Managersince Jul 2011Umbra - Toronto CanadaCategory Manager LeadJun 2009 - Jul 2011
Skills:
Strategic Thinking, Merchandising Strategies, Team Leadership
Full Profile

Arash Golshani Woodland Hills, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Jp morgan chase
Private client banker
Company:
Yellowbook - Van Nuys, CA
Full Profile

Danielle Donoso Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Surgical Specialist

Experience & Education

Work

Company:
Valley health systems - Las Vegas, NV
Patient account specialist ii
Company:
Summerlin hospital medical center
Financial counselor
Full Profile

Mario Delacruz Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Operations Manager • Computer Scientists

Experience & Education

Work

Company:
Transamerica financial advisors, inc
Financial advisor
Company:
Pacific teaze, inc
Controller
Full Profile

Andrew Meselson Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive

Experience & Education

Position:
Financial Consultant at AXA Advisors, LLC
Location:
Woodland Hills, California
Industry:
Financial Services
Work history:
AXA Advisors, LLC Financial Consultantsince Jun 1997Lion Parts Exchange PresidentMar 1978 - Dec 1995
Full Profile

Carl Sorensen Woodland Hills, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Alta construction, inc
Company:
Spectrum construction
Trader joe's market - westwood
Full Profile

David Racusin Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Adviser at Ameriprise Financial
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Woodland Hills, CAFinancial Advisorsince Jan 2009
Full Profile

Orlando Duque Los Angeles, CA

Professions & Specialties

Mortgage Broker • Banker • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Real Estate Loan Officer at Logix Federal Credit Union
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Logix Federal Credit Union - Burbank, CAReal Estate Loan Officersince Jul 2013Logix Federal Credit Union - Woodland Hills, CAFinancial Services Officer/ Real Estate Lending / Personal BankerJul 2006 - Jul 2013
Languages:
Spanish
Full Profile

Armen Arzumanyan Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Woodland Hills, CAFinancial Advisorsince Jun 2006Fiscal Credit Union Customer Service RepresentativeJan 2004 - Jul 2004
Languages:
Armenian, English
Full Profile

Sean Savoji Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Advisor • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Database Administration Professional • Database Administrator • Operations Manager

Experience & Education

Position:
Senior Regional Private Banker at Wells Fargo, Brokerage Associate at Wells Fargo Advisors
Title:
Senior Regional Private Banker/Finalist of San Fernando Valley Business Journal's 2013 Trusted Advisor Award
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Wells Fargo Senior Regional Private Bankersince May 2008Wells Fargo Advisors Brokerage Associatesince Oct 2008
Full Profile

Maryam Rasouli Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
District Field Director at Syncis
Title:
Financial Services Professional
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Syncis - Woodland Hills, CADistrict Field Directorsince Jun 2008Synergy Capital Insurance Services - Greater Los Angeles AreaSenior Field DirectorJun 2007 - Aug 2012
Full Profile

Luz Markley Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Analyst • Operations Coordinator • Analysts • Operations Officer • Consumer Goods Professional • Client Service Officer • Commodities Clerk • Customer Service • Operations Manager

Experience & Education

Position:
Discrepancy Support Analyst at P&G Salon Professional Care
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
P&G Salon Professional Care - Woodland Hills, CADiscrepancy Support Analystsince Oct 2012P&G Exclusive Sales Operations CoordinatorApr 2007 - Oct 2011
Full Profile

David Harrington Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Coordinator • Assistant Manager • Contractor • Managers • Consumer Goods Professional • Commodities Clerk • Manager • Operations Manager • Marketing Manager • Brand Planner • Brand Representative • Independent Business Owners

Experience & Education

Position:
Event Production Specialist at Independent Contractor
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Independent Contractor Event Production SpecialistP&G Salon Professional - Woodland Hills, CAEvent Production CoordinatorNov 2011 - May 2012
Skills:
Beauty, Logistics Management, Event Planning, Event Management, Concept Development,...
Full Profile

Ramil Flores Woodland Hills, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Owner • Chief Executive • Customer Service • Client Service Officer • Agent • Sales Representative • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician

Experience & Education

Title:
Financial Services Representative
Location:
Canoga Park, California
Industry:
Financial Services
Work history:
SunAmerica Financial Group - Woodland Hills, CAFinancial Services AssociateJan 2005 - Nov 2012AIG American General Life Insurance AgentDec 2003 - Dec 2004
Skills:
Insurance, Management, Risk Management, AML
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Kavita Patel Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Investor • Model • Payroll Supervisor • Compensations and Benefits • Entertainer • House Cleaner • Housekeeping Aide • Cleaning Worker • Customer Service • Client Service Officer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Chief Administrative Officer • Corporate Executive • Chief Executive • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Reporting Accountant at Trader Joe's Company
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
Trader Joe's Company Financial Reporting Accountantsince Jan 2013Alliant Asset Management - Woodland Hills, CAFinancial AnalystAug 2012 - Jan 2013
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Tom Fron Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Founder • Founding Member • Chief Executive • Consumer Goods Professional • Commodities Clerk • Marketing Manager • Operations Manager • Supporting Member • Team Member • Bachelor of Arts • Internet Marketing Manager • Web Marketer

Experience & Education

Position:
Senior Financial Analyst at Hampton Direct, Founder at The Fron Group
Title:
Senior Financial Analyst at Hampton Direct
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Hampton Direct - Woodland Hills, CASenior Financial Analystsince Apr 2013The Fron Group - Chula Vista, CAFoundersince Jun 2011
Skills:
Marketing Strategy, Sales Management, Strategic Planning, Business Operations, Performance Metrics, ...
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Ivan Londono Woodland Hills, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
COO at Equity Smart Home Loans
Title:
Chief of Operations at Equity Smart Home Loans
Location:
Woodland Hills, California
Industry:
Real Estate
Work history:
Equity Smart Home Loans - Woodlamd Hills CACOOsince Sep 2008U.S. Bank Personal BankerApr 1999 - Jun 2007
Languages:
English, Spanish
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Kip Desormeaux Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entertainment Professional • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Sales Agent • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley / Entertainment Group
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Morgan Stanley - Beverly Hills, Ca.Financial Advisorsince Jun 2012Liberty Mutual Group - Woodland Hills, CASales RepresentativeAug 2011 - Jun 2012
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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
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Jay Jacobs Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
EVP-General Manager at Bio Ionic
Title:
EVP - General Manager at Bio Ionic
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Bio Ionic EVP-General Managersince Oct 2001Image Labs - Oxnard, CAS.V.P. - Sales & Marketing1993 - 1995
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