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Financial Specialists in California

Financial Specialists in Monterey, CA

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5 results found

Devin Mcgilloway Monterey, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Financial Director • Partner • Financial Officer • Corporate Executive • Chief Executive • Financial Manager • Operations Manager • Operations Officer

Experience & Education

Position:
CEO at DFG WEALTH ADVISORS
Title:
CPA PERSONAL FINANCIAL SPECIALIST
Location:
Monterey, California
Industry:
Financial Services
Work history:
DFG WEALTH ADVISORS - Monterey CaliforniaCEOsince May 1987Pisto restaurants CFO and PARTNERApr 1982 - Jan 1999
Skills:
Financial Planning, Income and Estate Planning, Investment Management, Estate Planning, Tax,...
Full Profile

Jo Wilson Monterey, CA

Professions & Specialties

Refund Specialist • Financial Specialist

Experience & Education

Work

Company:
Household credit services (hsbc) - Hong Kong, Hong Kong Island
Credit balance refund specialist
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Mary Skibinski Monterey, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Budget Officer • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Budget Analyst at CSU Monterey Bay
Title:
Budget Analyst at CSUMB
Location:
Monterey, California
Industry:
Financial Services
Work history:
CSU Monterey Bay Budget Analystsince 2011Wachovia Bank - Monterey, CAFinancial SpecialistFeb 2007 - Feb 2011
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Siegrid Patterson Monterey, CA

Professions & Specialties

Teller • Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Customer Service • Counselor • Custodian • Team Member • Advisor • Custodial Worker • Cleaners • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Customer Service Professional
Location:
Monterey, California
Industry:
Consumer Services
Work history:
DMDC - Seaside, CACustomer Service RepresentativeFeb 2011 - Aug 2011Bank of America - Pacific GroveTellerAug 2010 - Feb 2011
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Carlos Ortiz Monterey, CA

Professions & Specialties

Financial Services Sales Agent • Business Manager • Business Specialist • Representative • Account Manager • Operations Manager • Supervisor • Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Manager at Apple Inc.
Location:
Monterey, California
Industry:
Computer Hardware
Work history:
Apple Inc. - Monterey, California AreaBusiness Managersince Jun 2011JP Morgan Chase - Santa Cruz, California AreaLicensed Small Business SpecialistJun 2009 - Jun 2011
Skills:
Exceed Sales Goals, Technical Consultation, Financial Services, Financial Analysis, Portfolio...
Languages:
Spanish
Licensed Financial Specialist at Wachovia
Full Profile

Financial Specialists near Monterey, CA0918273645San JoseCupertinoSanta CruzLos GatosCampbellSalinasHollisterAptosMount HermonSeaside


Financial Specialists around Monterey, CA

Aptos  (1)
Campbell  (4)
Cupertino  (5)
Hollister  (2)
Los Gatos  (4)
Mount Hermon  (1)
Salinas  (3)
San Jose  (41)
Santa Cruz  (4)
Seaside  (1)

Financial Specialists in California