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Financial Specialists in California

Financial Specialists in Newport Beach, CA

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17 results found

Patty Noblitt Santa Ana, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Director • Operations Manager • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Surgical Specialist

Experience & Education

Position:
Family Office Accountant at Mark IV Capital
Title:
Personal Financial Specialist at Mark IV Capital
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Mark IV Capital - Newport Beach, CAFamily Office Accountantsince Mar 2001St. Jude Medical Center - Fullerton, CAFinancial AnalystJun 1996 - Mar 2001
Full Profile

George Menaldo Santa Ana, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • SEO Specialist • Web Marketer • Floor Manager • Retail Sales Manager • Marketing Manager • Sales Manager • Advertising Professional • Advertising Sales Agent • Management Team Executive • Operations Manager • Entertainment Professional • Entertainer • Recruitment • Technical Support Specialist • Computational Scientist • Information Technology Specialist • Systems Support Specialist • Support Specialists • Computer Scientists • IT Specialist • Bachelors Degree • Associate of Arts • Defense Attorney • Lawyers

Experience & Education

Position:
Floor Manager at AGR Group
Title:
Seo Specialist at LocalSplash.com
Location:
Orange County, California Area
Industry:
Staffing and Recruiting
Work history:
AGR Group - Costa Mesa, CAFloor Managersince Jul 2013Hatcher Financial Group - Newport Beach, CAAdmin Financial SpecialistJan 2005 - Jan 2011
Full Profile

David Layfield Santa Ana, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Computer Programmer • Programmer • Certified Professional Coder • Senior Advisor • Advisor • Hospital Care Professional • Secretary • Health Professional • Health Practitioner • Network Administrator • Druggist • Pharmacist

Experience & Education

Position:
Medical Coder, CPC and Reimbursement Specialist at Mission Internal Medical Group
Title:
Medical Coder and Reimbursement Specialist at Mission Internal Medical Group
Location:
Orange County, California Area
Industry:
Hospital & Health Care
Work history:
Mission Internal Medical Group - Mission Viejo, CAMedical Coder, CPC and Reimbursement Specialistsince Dec 1999Human Development International - Costa Mesa, CASenior ConsultantMar 1987 - Jan 1990
Skills:
Medical Terminology, CPT, Medical Coding, ICD-9, HCPCS, HIPAA, Revenue Cycle, Medicare, Healthcare, ...
Languages:
Japanese--some
Full Profile

Rich Constantine Santa Ana, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Banker • Financial Services Sales Agent • Owner • Chief Executive • Designers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
Sr Mortgage Banker at Peoples Bank, Owner / Designer at Ricon Intellect, Inc
Title:
Financial Specialist
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Peoples Bank - Costa Mesa, CASr Mortgage Bankersince Dec 2012Ricon Intellect, Inc - Orange County, CAOwner / Designersince Jun 2006
Full Profile

Linnet Conley Newport Beach, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Banking Center Manager • Banking Manager • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Comerica bank
Assistant banking center manager
Company:
Wachovia bank
Licensed financial specialist
Full Profile

Kirk Summers Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Specialist at Pacific Advisors
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Pacific Advisors - Newport Beach, CAFinancial Specialistsince 2012
Languages:
Portuguese
Full Profile

Jeffrey Serrano Newport Beach, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Loan Processor • Financial Services Sales Agent • Loan Officer • Loan Officers

Experience & Education

Work

Company:
The ryland group - Scottsdale, AZ
Financial specialist
Company:
The ryland group - Scottsdale, AZ
Loan processor
Full Profile

Denson Kaiklian Irvine, CA

Professions & Specialties

Financial Services Sales Agent • Vice President • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Customer Service • Client Service Officer • Sales Representative • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Personal Equity & Financial Strategist at DaVinci Financial & Insurance Associates, VP of...
Title:
Personal Equity & Financial Strategist
Location:
Irvine, California
Industry:
Financial Services
Work history:
DaVinci Financial & Insurance Associates - Irvine, CAPersonal Equity & Financial Strategistsince Oct 2012Tesoro Diamonds & Fine Jewelry LLC - Newport Beach, CAVP of Luxury Watchessince Jan 2009
Skills:
Financial Analysis, Investments, Finance, Credit Analysis, Life Insurance, Wealth Management,...
Languages:
English, Tagalog
Financial Specialist at Wachovia
Full Profile

Jessica Vo Santa Ana, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Master of Science • Vice President of Finance • Manager • Vice President • Chief Executive • Operations Manager • Bachelor of Science • Financial Director • Financial Officer • Financial Manager • Accounts Payable • Accounts Payable Specialist • Controller • Accounting Bookkeeper • Bookkeeper • Billing Coordinator • Billing Representative • Posting Clerk • Biller • Technician • Clerk • Technical Specialist • Technical Support Specialists • Clerical Specialist • Hospital Care Professional • Health Professional • Health Practitioner • Computer Software Professional • Software Developers

Experience & Education

Title:
MS in Corporate Finance
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Anton & Chia LLP - newport beach, caVP of FinanceMar 2013 - Jul 2013UnitedHealth Group Accounting ManagerJul 2012 - Jan 2013
Languages:
Vietnamese
Full Profile

Royce Running Newport Beach, CA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Services Sales Agent • Financial Management Analyst • Chairperson • Chief Executive • Advisor • Owner • Operations Manager • Business Administrator • Physician • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
President / Wealth Advisor at Newport Harbor Wealth Management
Location:
Newport Beach, California
Industry:
Investment Management
Work history:
Newport Harbor Wealth Management President / Wealth Advisorsince Apr 2013Crystal Cove Wealth Management Wealth Advisor2009 - Apr 2013
Skills:
Investment Management, 401k Plan Review, Analysis, & Implementation, Retirement Planning,...
Small Business Financial Specialist
Full Profile

Brenda Boschetto Santa Ana, CA

Professions & Specialties

Financial Specialist • Director • Operations Manager • Certified Pharmacy Technician • Druggist • Pharmacist • Physician • Caregiver • Medical Billing and Coding • Hospital Care Professional • Nursing Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Health Professional • Health Practitioner • Surgeon • Surgical Specialist • Bachelor of Science • Office Clerk • Clerical Specialist • Tour Guide

Experience & Education

Position:
Reimbursement Director at Ceterix Orthopaedics, Inc., Reimbursement Director at C2P Advisors
Title:
Reimbursement Director at Ceterix Orthopaedics, Inc.
Location:
Orange County, California Area
Industry:
Medical Devices
Work history:
Ceterix Orthopaedics, Inc. - Newport Beach, CAReimbursement Directorsince May 2013C2P Advisors - Irvine, CAReimbursement Directorsince Dec 2008
Full Profile

Jim Johnson Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Chief Executive

Experience & Education

Position:
Financial Services at Edward Jones
Title:
Financial Advisor
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Edward Jones - Laguna Hills, CAFinancial Servicessince Jun 2013Morgan Stanley Smith Barney Financial AdvisorJun 2011 - Mar 2013
Licensed Financial Specialist at Wachovia
Full Profile

Paul White Newport Beach, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Marketing Intern • Marketing Professional • Advertising Sales Agent • Bachelor of Arts

Experience & Education

Work

Company:
Caremore, a wellpoint company
Manager data analysis
Company:
Bravo health, a healthspring company and cigna subsidiary - Baltimore, MD
Manager marketing analytics
Full Profile

Rhianna Galdamez Newport Beach, CA

Professions & Specialties

Collector • Accounts Receivable Collections Specialist • Repossessor • Collections Specialist • Posting Clerk • Biller • Data Scientist • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Work

Company:
Zotec partners llc - Irvine, CA
Ar specialist
Company:
Industrial pharmacy management - Newport Beach, CA
Quatlity assurance assosiate
Full Profile

Christina Khamsivone Fullerton, CA

Professions & Specialties

Financial Specialist • Field Representative • Compliance Officer • File Keeper • Clerical Specialist • Cashier

Experience & Education

Work

Company:
Bactes - Fullerton, CA
Field representative
Company:
Hands home care - Newport Beach, CA
Assisting hands home care
Full Profile

John Bartsch Denver, CO

Professions & Specialties

Banking Professional • Banker • Teller • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Operations Manager • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Chief Operating Officer • Financial Director • Chairperson • Vice President • Director • Financial Manager • Chief Executive • Corporate Executive • Technology Director • Technology Manager • Technical Managers • General and Operations Manager • Director of Operations • Financial Officer • Regional Sales Consultant • Sales Representative • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Position:
Manager at US Bank
Title:
Banking Professional
Location:
Denver, Colorado
Industry:
Financial Services
Work history:
US Bank - Greater Denver AreaManagersince Oct 2011Northern Trust Senior Banker/ Business Development – Wealth Advisory GroupMay 2009 - Sep 2011
Certifications:
CFP Coursework (2014)
Omega Commercial Credit Training
Senior Licensed Financial Specialist AVP at Wachovia
Full Profile

Diane Abushhiwa Chicago, IL

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • English Language Teacher • High School Teacher • Secondary School Teacher • Trainer • Counselor • Advisor • Baker • Paralegal

Experience & Education

Position:
Language Trainer (English) at Cambridge English Assessment Center
Title:
Trainer at Cambridge English Assessment Center
Location:
Libya
Industry:
Higher Education
Work history:
Cambridge English Assessment Center Language Trainer (English)since Apr 2013Al-Saqr Al-Hur International School - Tripoli, LibyaEnglish TeacherOct 2012 - Apr 2013
Skills:
Compliance, Legal Research, Litigation Support, Corporate Law, Westlaw, Legal Writing, Legal Files, ...
Full Profile

Financial Specialists near Newport Beach, CA0265278104130Santa AnaIrvineCosta MesaAnaheimLaguna BeachOrangeSan Juan CapistranoTustinHuntington BeachFullerton


Financial Specialists around Newport Beach, CA

Anaheim  (16)
Costa Mesa  (18)
El Toro  (4)
Fullerton  (6)
Garden Grove  (5)
Irvine  (32)
Laguna Beach  (15)
Orange  (8)
Santa Ana  (129)
Tustin  (7)
Westminster  (1)

Financial Specialists in California