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Financial Specialists in California

Financial Specialists in San Jose, CA

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41 results found

Barbara Gonzales San Jose, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Caregiver • Nursing Assistant • Counselor • Advisor • Manager • Operations Manager • General Education

Experience & Education

Work

Company:
Premiere source - San Mateo, CA
Reimbursement specialist
Company:
Dottie's daycare - San Jose, CA
Administrator
Full Profile

Margarita Serrano San Jose, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Aaa northern california
Financial insurance specialist
Company:
Met life - Sacramento, CA
Sr. licensed financial specialist
Full Profile

Seongwoo Kim Santa Clara, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Representative

Experience & Education

Work

Company:
Oneamerica
Registered representative
Company:
Allstate financial services, llc - Santa Clara, CA
Financial specialist
Full Profile

Sammy Lee San Jose, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Wellness and Fitness

Experience & Education

Title:
Insurance Reimbursement Specialist
Location:
San Jose, California
Industry:
Health, Wellness and Fitness
Full Profile

Hugh Nguyen San Jose, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Broker/owner at Encore Realty and Investments, Inc, Personal Financial Specialist at Allstate...
Title:
Personal Financial Specialist at Allstate Financial
Location:
San Jose, California
Industry:
Financial Services
Work history:
Encore Realty and Investments, Inc Broker/ownerAllstate Financial - San Jose, caPersonal Financial Specialistsince Aug 2011
Full Profile

Ron Cain San Jose, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Manager • Chief Executive • Marketing Manager • Project Managers • Project Manager • Business Consultant • Advisor • Buyer • Client Service Officer • Buyer and Seller • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Training and Coaching Professional • Professional Development Teacher • Field Marketing Specialist • Marketing Administrator • Customer Service

Experience & Education

Position:
Financial Specialist at Pacific Advisors
Location:
San Jose, California
Industry:
Financial Services
Work history:
Pacific Advisors - San Jose, CaFinancial Specialistsince Feb 2010Ternion Bio - San Jose, CaDirector, Business DevelopmentSep 2008 - Jan 2010
Full Profile

Janis Hokanson San Jose, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Office Assistant • Office Clerk • Clerical Specialist • Oncologist • Medical Practice Professional • Medical Practitioner • Wellness and Fitness • Druggist • Pharmacist

Experience & Education

Position:
Office Manager at 2004Sequoia Medical Associates, Office Manager at Oncology Practice
Title:
Reimbursement Specialist
Location:
San Jose, California
Industry:
Health, Wellness and Fitness
Work history:
2004Sequoia Medical Associates Office Managersince Nov 2004Oncology Practice - Santa CruzOffice Managersince Jan 2004
Full Profile

Pamela Stells San Jose, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Posting Clerk • Biller • Physical Therapist • Physical Therapists

Experience & Education

Work

Company:
Bodies in motion physical therapy
Medical billing specialist
Company:
Premier source - San Mateo, CA
Reimbursement specialist
Full Profile

Sally Vinas San Jose, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Patient Account Representative • Posting Clerk • Biller

Experience & Education

Work

Company:
Daughters of charity health systems
Contract reimbursement specialist, february
Company:
Daughters of charity health systems
Patient account representative
Full Profile

Theresa Tran San Jose, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Jpmorgan chase bank, n.a., processing center
Sr. loan processor
Company:
Wells fargo bank, n.a - Milpitas, CA
Home mortgage assistant
Full Profile

Thuyhang Pham San Jose, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Assistant Manager • Receptionist • Front Desk Clerk • Managers • Front Office Receptionist • Operations Manager

Experience & Education

Work

Company:
Professional financial center, inc - San Jose, CA
Debt negotiator/ financial specialist assistant- internship
Company:
Annie nails - Hollister, CA
Assistant manager/ receptionist
Full Profile

Maureen Garcia San Jose, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Financial Analyst • Business Analyst • Analyst • Analysts

Experience & Education

Work

Company:
Natera, inc.
Reimbursement specialist
Company:
Cisco
Business analyst (temporary assignment)
Full Profile

Sally Vinas San Jose, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Patient Account Representative • Posting Clerk • Biller

Experience & Education

Work

Company:
Daughters of charity health system - Redwood City, CA
Contract reimbursement specialist
Company:
Daughters of charity health system - Redwood City, CA
Patient account representative
Full Profile

Eugene Le San Jose, CA

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Head Coach • Sports Game Coach

Experience & Education

Work

Company:
Tennis on the run
Managing head coach
Company:
New york life & nylife securities
Financial adviser
Full Profile

Qi Zhang San Jose, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Project Manager • Supporting Member • Team Member • Project Managers

Experience & Education

Work

Company:
Draco natrual products, inc
Project manager associate
Company:
The international cultural exchange group
Account assistant

Skills

Excel, Work, Access, Great Plains, FrX, Crystal Reports, Quick Books Enterprise.
Full Profile

Lisa Reinshagen San Jose, CA

Professions & Specialties

Financial Specialist • Billing Representative • Posting Clerk • Biller • Owner • Chief Executive • Psychologist • Medical Practice Professional • Medical Practitioner • Certified Nurse Aide • Psychology Specialist • Nurse • Nurse Practitioner • Marketing Manager • Internet Marketing Manager • Web Marketer

Experience & Education

Position:
Billing Representative at University Healthcare Alliance, Arts/Cards/ Writings at My Messy Attic,...
Title:
Billing Representative at University Healthcare Alliance
Location:
San Jose, California
Industry:
Medical Practice
Work history:
University Healthcare Alliance - Campbell CaliforniaBilling Representativesince Mar 2013My Messy Attic Arts/Cards/ Writingssince 2010
Skills:
Books, Fiction, Customer Service, Public Speaking, Microsoft Office, Art, Online Marketing,...
Full Profile

Ivan Wood San Jose, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Instructor • Pedagogue • Office Administrator • Operations Manager • Certified Professional Coder • Secretary • School Administrator • Educational Manager • Department Supervisor • Manager • Chief Executive • Business Administrator • Medical Billing and Coding • Medical Support Assistant • Health Support Worker • Healthcare Support • Bachelor of Science • Computer Aided Design Draftsman • CAD Designer • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Heathcare and Office Administrator Instructor at Asher College, Medical Billing/Coding Instructor...
Title:
Medical Billing/Coding Instructor at Asher College
Location:
San Jose, California
Industry:
Higher Education
Work history:
Asher College - San Jose, CAHeathcare and Office Administrator Instructorsince Apr 2011Asher College Medical Billing/Coding Instructorsince Apr 2011
Full Profile

Qi Zhang San Jose, CA

Professions & Specialties

Project Manager • Supporting Member • Team Member • Project Managers

Experience & Education

Work

Company:
Draco natural products, inc - San Jose, CA
Project manager associate
Company:
Iceg - Fremont, CA
Accountant assistant
Full Profile

Paul Lin San Jose, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Analyst • Business Analyst • Analysts • Software Quality Assurance Specialist • Software Developers • Computer Software Professional • Computer Specialist • Master of Business Administration • Sales Representative

Experience & Education

Position:
Sr. Business System Analyst at Microchip Technology
Title:
Business System Analyst at Microchip Technology
Location:
San Jose, California
Industry:
Semiconductors
Work history:
Microchip Technology - San Jose, CASr. Business System Analystsince Apr 2010SST Senior Business Analyst and Software QA EngineerMay 2003 - Apr 2010
Full Profile

Tanya Astar San Jose, CA

Professions & Specialties

Financial Specialist • Office Assistant • Administrative Associate • Office Clerk • Clerical Specialist • Administrative Clerk • Biller • Surgeon • Surgical Specialist • Front Office Receptionist • Front Office Manager • Receptionist • Managers • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Medical Assistant • Healthcare Support • Customer Service

Experience & Education

Work

Company:
Anthem inc
Medical management specialist sr.
Company:
San jose womens medical group - San Jose, CA
Office manager / medical biller / surgery scheduler

Skills

Medical Office Manager, Medical Biller, Surgery Scheduler, Reimbursement Specialist, Customer...
Full Profile

Hai Tran San Jose, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Analyst • Analysts • Cash Application Specialist • Finance and Accounting Specialist • Billing Coordinator • Billing Representative • Posting Clerk • Biller • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager

Experience & Education

Work

Company:
Arbor healthcare, llc - Franklin, TN
Provider services analyst
Company:
Mblox inc - Sunnyvale, CA
Billing analyst
Full Profile

David Koehler San Jose, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Location:
San Jose, California
Industry:
Financial Services
Skills:
Accounting, Investments, Financial Analysis, Risk Management, Finance, Financial Reporting,...
Certifications:
Personal Financial Specialist, American Institute of Certified Public Accountants
Certified Financial Professional, CFP Board
Full Profile

Lance Suyetani San Jose, CA

Professions & Specialties

Cash Application Specialist • Accounts Payable Clerk • Billing Coordinator • Billing Representative • Posting Clerk • Biller • Accounts Payable Specialist • Accounts Payable • Supporting Member • Team Member

Experience & Education

Work

Company:
Raymond handling concepts corp - Fremont, CA
Accounts receivable specialist
Company:
Inirus, a division of coromandel infotech india, ltd - San Jose, CA
Accounts payable clerk/accounting associate
Full Profile

Renee Ropp San Jose, CA

Professions & Specialties

Financial Services Sales Agent • Hair Stylist • Hairdresser • Supporting Member • Team Member • Coordinator • Non-Profit • Managers • Event Manager

Experience & Education

Work

Company:
Stella & dot
Stylist
Company:
Ropp insurance agency, inc.
Associate

Skills

Volunteer Management, Program Development, Event Coordinator, Financial Analysis, Budgeting
Full Profile

Sophia Azeem San Jose, CA

Professions & Specialties

Financial Services Sales Agent • Project Manager • Counselor • Apprentice • Advisor • Project Managers • Student Worker • Analysts

Experience & Education

Work

Company:
Allscripts
Project manager/implementation consultant - services
Company:
Edward hospital - Naperville, IL
Clinical data intern - clinical excellence/quality
Full Profile

Alex Hurtado Sunnyvale, CA

Professions & Specialties

Financial Analyst • Project Manager • Data Analyst • Data Entry Specialist • Data Scientist • Project Managers • Team Member • Recruitment

Experience & Education

Work

Company:
Netapp
Sr financial analyst - pmo
Company:
Bloom energy - Sunnyvale, CA
Project manager, financial data analyst
Full Profile

Hai Tran San Jose, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Analyst • Analysts • Cash Application Specialist • Billing Coordinator • Billing Representative • Posting Clerk • Biller • Manager • Operations Manager

Experience & Education

Work

Company:
Arbor healthcare, llc - San Jose, CA
Provider services analyst
Company:
Mblox inc - Sunnyvale, CA
Billing analyst
Full Profile

Helen Nguyen San Jose, CA

Professions & Specialties

Financial Services Sales Agent • Supporting Member • Team Member • Coordinator • Analyst • Managers • Analysts • Financial Analyst • Controller • Bachelor of Science

Experience & Education

Work

Company:
State street corp
Client operation specialist - associate 2
Company:
State street corp - Quincy, MA
Full Profile

Janice Graze San Jose, CA

Professions & Specialties

Financial Specialist • Client Service Officer • Customer Service • Manager • Operations Manager • Medical Assistant • Healthcare Support

Experience & Education

Work

Company:
California home medical equipment - Foster City, CA
Customer services representative
Company:
O'connor hospital - Palo Alto, CA
Option 1-temp
Full Profile

Edwin Diaz San Jose, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Cdw corporations - Vernon Hills, IL
Financial analyst
Company:
Motorola solutions inc - Schaumburg, IL
Accountant
Full Profile

Pedro Garcia San Jose, CA

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Financial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Commercial R.E., Mortgage Planning
Work:
Financial Liberty Realty
1390 S. Winchester Blvd. Ste. B2, San Jose, CA 95128
Experience:
7 years years
Languages:
Spanish
..to be the preferred real estate and financial specialist to my friends
Full Profile

Edison Tran San Francisco, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Technical Support Specialist • Computer Software Professional • Systems Support Specialist • Support Specialists • Software Developers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Concierge • Business Administrator • Administrative Clerk • Clerical Specialist • Bachelor of Science • Biotechnology Professional • Biologist • Biological Scientist • Student Worker • Operations Manager

Experience & Education

Position:
Reimbursement Specialist BioOncology at Genentech
Location:
San Francisco Bay Area
Industry:
Pharmaceuticals
Work history:
Genentech - San Francisco Bay AreaReimbursement Specialist BioOncologysince May 2013AmerisourceBergen Lash Group - San Francisco Bay AreaBenefits Investigation SpecialistNov 2012 - May 2013
Full Profile

Daniel Chane San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Medical Assistant • Medical Assistant • Healthcare Support

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
AVP Financial Solutions Advisor at Merrill Lynch
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Merrill Lynch - San Jose, CaFinancial Advisorsince Sep 2011Comerica Wealth Management - San Jose, CaLicensed Financial SpecialistJan 2010 - Aug 2011
Skills:
Series 7, Series 66, Life Insurance, Wealth Management, Asset Allocation, Portfolio Management
Full Profile

Stephen Lykke San Francisco, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Produce Manager • Production Manager

Experience & Education

Position:
Account Manager at Allstate Financial Services, LLC
Title:
Account Manager, Ted Brown Allstate Agency
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Allstate Financial Services, LLC - Los Altos, CAAccount Managersince 2011Allstate Financial Services, LLC - Sunnyvale, CAExclusive Financial Specialist2006 - 2011
Full Profile

Helen Song San Francisco, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Specialist • Financial Services Sales Agent • Counselor • Advisor

Experience & Education

Position:
FINANCIAL SERVICES PROFESSIONAL at New York Life Insurance Company, FINANCIAL ADVISER at Eagle...
Title:
Financial Adviser at Eagle Strategies, LLC
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
New York Life Insurance Company - 1731 TECHNOLOGY DRIVE SUITE 400 SAN JOSE CA 95110FINANCIAL SERVICES PROFESSIONALsince Oct 1998Eagle Strategies, LLC - 1731 TECHNOLOGY DRIVE, SUITE 400 SAN JOSE CA 95110FINANCIAL ADVISERsince Nov 2009
Full Profile

Rita Simmons San Francisco, CA

Professions & Specialties

Financial Services Sales Agent • Area Sales Manager • Sales Representative • Sales Agent • Regional Sales Consultant • Advertising Professional • Advertising Sales Agent • Sales Manager • Sales Director • Performer • SalesForce Administrator • Database Administration Professional • Database Administrator • Sales Account Associate • Account Service Manager • Client Service Officer • Sales Executive • Operations Manager • Bachelor of Science • General Education • High School Diploma • Business Administrator • Wellness and Fitness • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Surgical Specialist • Customer Service • Recruitment

Experience & Education

Title:
Regional Sales Manager at Linatech LLC
Location:
San Francisco Bay Area
Industry:
Marketing and Advertising
Work history:
Mitel - San Jose, CACloud Sales RepresentativeAug 2012 - Mar 2013ClearChoice Dental Surgery - Oakland, CASales ManagerMar 2010 - Apr 2012
Senior Financial Specialist at Wachovia Bank/Wachovia Sec..
Full Profile

Lisa Myers Rochester, NY

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Specialist • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Representative • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Bachelor of Science • Fisher • Computer Network Consultant • Information Technology Specialist • Network Administrator • Software Developers • Computer Consultant • IT Consultant • IT Specialist • Operations Manager • Chief Executive • Financial Manager

Experience & Education

Position:
Financial Adviser at Eagle Strategies, LLC, Registered Representative at NYLIFE Securities LLC
Title:
Financial Adviser at Eagle Strategies, LLC
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Eagle Strategies, LLC - 375 Woodcliff Drive, Fairport, NY 14450Financial Advisersince Dec 2012NYLIFE Securities LLC - 375 Woodcliff Dr, Fairport, NY 14450Registered Representativesince Jan 2012
Full Profile

Suki Hayre Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Vice President of Finance • Financial Director • Team Leader • Chief Executive • Financial Manager • Financial Officer • Operations Manager • Counselor • Advisor • Team Member • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
VP / Vice President Finance & Administration ►Accomplished Financial Executive at WhitePages
Title:
Senior Financial Executive ★ Empowering Mentor ★ Forecasting Expert ★ Investing In Talent for Our Organization!
Location:
Greater Seattle Area
Industry:
Internet
Work history:
WhitePages - Greater Seattle AreaVP / Vice President Finance & Administration ►Accomplished Financial Executivesince Mar 2004WSA - Greater Seattle AreaCFO / Chief Financial Officer ► Respected Financial Team LeaderNov 2003 - Feb 2004
Skills:
Financial Analysis, Strategic Financial Planning, Cash Flow Reporting, Internet Business Strategy,...
Certifications:
CPA, Washington State Board of Accountancy
Experienced Financial Specialist
Full Profile

Ron Cordon San Francisco, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Controller • Program Director • Operations Manager • Financial Analyst • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Senior Controller - WW Operations Finance at Flextronics
Location:
San Francisco Bay Area
Industry:
Computer Hardware
Work history:
Flextronics - San Jose, CASenior Controller - WW Operations Financesince Jan 2013Hewlett-Packard Finance Program Manager - Consumer Support OperationsSep 2006 - Oct 2010
Full Profile

John Stannard San Francisco, CA

Professions & Specialties

Loan Officers • Financial Services Sales Agent • Vice President • Chief Executive • Sales Manager • Retail Sales Manager • Regional Sales Consultant • Sales Representative • Support Manager • Managers • Manager • Senior Vice President • Operations Manager • Sales Person • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Counselor • Clerk • Team Member • Advisor • Clerical Specialist • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Retail Sales Manager at Bank of America Home Loans
Title:
VP, Retail Sales Manager at Bank of America Home Loans
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Bank of America Home Loans - san jose, caVice President, Retail Sales Managersince Feb 2012Bank of America Home Loans AVP, Business Support Manager / Regional Sales ConsultantFeb 2011 - Feb 2012
Licensed Financial Specialist at Wachovia Bank
Full Profile

Richard Worley Slaughter Beach, DE

Professions & Specialties

Banker • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist

Experience & Education

Work

Company:
Newday financial
Senior mortgage banker
Company:
Black diamond financial - Milford, DE
Financial adviser

Skills

Series 7; Series 63; Series 65 SAFE MLO License MLO State Licenses: MD, NH, SC, NC, AR, CT, OR, WA, ...
Full Profile

Financial Specialists near San Jose, CA0481216Mountain ViewSunnyvaleFremontSanta ClaraPalo AltoLos AltosCupertinoMilpitasLos GatosCampbell


Financial Specialists around San Jose, CA

Campbell  (4)
Cupertino  (5)
Fremont  (13)
Los Altos  (6)
Los Gatos  (4)
Milpitas  (5)
Mountain View  (16)
Palo Alto  (10)
Santa Clara  (11)
Sunnyvale  (13)

Financial Specialists in California