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Financial Specialists in California

Financial Specialists in San Juan Capistrano, CA

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7 results found

Susan Regan San Juan Capistrano, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Account Manager

Experience & Education

Work

Company:
Wachovia bank n.a./ wachovia securities - Irvine, CA
Licensed financial specialist
Company:
Interchange corporation - Irvine, CA
Account manager
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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
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Dennis Pike San Juan Capistrano, CA

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Managing Partner • Partner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at Marketpro Trading, LLC
Title:
Managing Partner of Marketpro Trading, LLC
Location:
Mission Viejo, California
Industry:
Financial Services
Work history:
Marketpro Trading, LLC - Mission Viejo, Ca.Managing Partnersince Mar 2009Thrivent Investment Management Financial ConsultantFeb 2005 - Mar 2009
Skills:
Process Improvement, Strategic Financial Planning, Strategic Planning, Investments, Portfolio...
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Rexford Harris San Juan Capistrano, CA

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • School Principal • School Administrator • Educational Manager • Owner • Chief Executive

Experience & Education

Work

Company:
Kingdom wealth management - lpl financial
Principal/owner financial advisor
Company:
Edward jones investments - Ladera Ranch, CA
Financial adviser
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Michael Skupien San Juan Capistrano, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Installer • Installation Expert • Service Technician • Maintenance and Repair Worker

Experience & Education

Work

Company:
Savings and recovery refund specialist
Company:
Got blinds
Installer

Skills

I am looking to obtain a Driver or Warehouse position utilizing my proven driving and...
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Leonides Evanculla San Juan Capistrano, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Captain • Technical Support Specialist • Systems Support Specialist • Support Specialists • Customer Service • Client Service Officer

Experience & Education

Work

Company:
Regional reimbursement specialist - team captain
Company:
Network enhance technology - Los Angeles, CA
Technical support / customer service
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Brian Brummell San Juan Capistrano, CA

Professions & Specialties

Financial Services Sales Agent • Vice President • Partner • Manager • Chief Executive • Operations Manager • Counselor • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Position:
Vice President, Retirement Plan Consultant at Nuveen Investments
Title:
Vice President, Retirement Plan Consultant, Western Region
Location:
Mission Viejo, California
Industry:
Investment Management
Work history:
Nuveen Investments - Greater Chicago Area/ Covering the Western States-Relocating to So. CalVice President, Retirement Plan Consultantsince Jul 2012Nuveen Investments - Greater Chicago AreaVice President & Manager, Internal SalesMay 2007 - Jul 2012
Skills:
Series 7, Series 24, Series 6, Series 63, Series 65, Mutual Funds, Asset Allocation, Equities,...
Financial Specialist at First Union Securities
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Financial Specialists near San Juan Capistrano, CA0265278104130Santa AnaIrvineCosta MesaNewport BeachAnaheimLaguna BeachCoronaOrangeTustinLake Elsinore


Financial Specialists around San Juan Capistrano, CA

Anaheim  (16)
Corona  (10)
Costa Mesa  (18)
El Toro  (4)
Irvine  (32)
Laguna Beach  (15)
Newport Beach  (17)
Orange  (8)
Santa Ana  (129)
Tustin  (7)

Financial Specialists in California