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Financial Specialists in California

Financial Specialists in Walnut Creek, CA

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11 results found

Kshitij Agarwal Walnut Creek, CA

Professions & Specialties

Trader • Refund Specialist • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Market Analyst • Market Research Analyst • Marketing Intern • Marketing Professional • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Biotechnology Professional • Biologist • Biological Scientist • Information Technology Specialist • Database Administration Professional • Database Administrator • IT Specialist • Music Artist • Musicians • Advisor • Managers

Experience & Education

Position:
Equity Options Trader at Maverick Trading
Title:
Equity Options Trader by day Job Seeker by night
Location:
Walnut Creek, California
Industry:
Market Research
Work history:
Maverick Trading Equity Options Tradersince Oct 2010Genentech Reimbursement SpecialistNov 2009 - Oct 2010
Skills:
Accomplished guitarist., Conversational knowledge of Hindi., Mac and PC platforms., Microsoft...
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Cathy Orton Walnut Creek, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Contractor • Biller • Independent Business Owners • Computer Programmer • Programmer

Experience & Education

Work

Company:
Genentech - South San Francisco, CA
Reimbursement specialist/ case manager- contractor
Company:
Mt. diablo integrated wellness center - Walnut Creek, CA
Medical biller/coder
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Jasmine Adiani Walnut Creek, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Manager • Operations Manager • Buyer • Sales Representative • Buyer and Seller • Assistant to the President • Administrative Associate • Administrative Clerk • Clerical Specialist • Secretary • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales Manager at Bank of the West
Location:
Walnut Creek, California
Industry:
Banking
Work history:
Bank of the West - Walnut Creek, CASales Managersince Feb 2012Wells Fargo Licensed Premiere Banker IIApr 2010 - Feb 2012
Licensed Financial Specialist at Wachovia Bank
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Janet Ervin Walnut Creek, CA

Professions & Specialties

Collector • Refund Specialist • Repossessor • Collections Specialist • Financial Specialist • Auditor • Representative • Shift Supervisor • Shift Manager • Managers • Psychologist • Chairperson • Chief Executive • Psychology Specialist

Experience & Education

Work

Company:
United states of america department of veteran affairs - Walnut Creek, CA
Company:
Auditech - San Ramon, CA
Auditor
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Atyeh Sohrabzadeh San Francisco, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Client Service Officer • Customer Service • Office Assistant • Office Clerk • Clerical Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Owner at ASRA
Location:
San Francisco Bay Area
Industry:
Executive Office
Work history:
Wells Fargo Bank - Walnut Creek, CACSR IV1990 - 2012GreenLight.com - Livermore, CAExecutive Assistant2000 - 2000
Skills:
Executive Administrative Assistance, Event Planning, Customer Service, Office Management, Banking,...
Languages:
Persian
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Maria Cortez Pacheco, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Associate in Applied Science • Posting Clerk • Biller • Medical Support Assistant • Health Support Worker • Healthcare Support • Health Services Manager • Computer Specialist • Data Scientist

Experience & Education

Work

Company:
Contra costa health plan/cchp martinez, ca - Martinez, CA
Full time temporal medical billing clerk, experience level in claims unit
Company:
Addus health care, inc - Walnut Creek, CA
Medical billing extern

Skills

Bilingual: English and Spanish Compliance with HIPAA and OSHA Assign CPT-4, ICD-9 and...
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Deborah Eyres San Francisco, CA

Professions & Specialties

Refund Specialist • Financial Specialist • Counselor • Advisor • Coordinator • Managers • Surgeon • Cardiologist • Family Practitioner • Gastroenterologist • Medical Practice Professional • Surgical Specialist • General Practitioner • Medical Practitioner • Doctor of Medicine • Data Entry Specialist • Data Scientist • Hospital Care Professional • Psychology Specialist • Physician • Health Professional • Health Practitioner

Experience & Education

Position:
Reimbursement Counselor at AmerisourceBergen
Title:
Reimbursement Specialist
Location:
San Francisco Bay Area
Industry:
Pharmaceuticals
Work history:
AmerisourceBergen - San Mateo, CAReimbursement Counselorsince Jun 2011Actelion Reimbursement SpecialistJul 2010 - Mar 2011
Skills:
Healthcare, Health Insurance, Pharmaceuctical Patient Case Management, Customer Service, Specialty...
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David Elizarraraz Pacheco, CA

Professions & Specialties

Financial Services Sales Agent • Counselor • Business Consultant • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Assistant • Office Clerk • Clerical Specialist • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Sales Representative • Sales Agent • Client Service Officer • Customer Service • Executive Vice President • Vice President • Chief Executive

Experience & Education

Position:
Business Development Consultant, Wells Fargo Business Banking Group at Wells Fargo
Title:
Business Development Consultant at Wells Fargo
Location:
Martinez, California
Industry:
Financial Services
Work history:
Wells Fargo - Concord, CaBusiness Development Consultant, Wells Fargo Business Banking Groupsince May 2013Wells Fargo - Walnut Creek, CABusiness Consultant, Merchant Services GroupMar 2012 - May 2013
Financial Specialist at Wachovia
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Michael Brady San Francisco, CA

Professions & Specialties

Banker • Teller • Loan Processor • Financial Services Sales Agent • Loan Officer • Loan Officers • Vice President • Assistant Vice President • Banking Center Manager • Chief Executive • Banking Manager • Financial Officer • Financial Manager • Sales Manager • Sales Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Notary Public • Notary • Lawyers • Master of Business Administration • Bachelor of Arts • Certified Medical Assistant • Medical Assistant • Healthcare Support • Managers

Experience & Education

Position:
Vice President, Regional Deposit Officer - Middle Market Banking at Comerica Bank
Title:
VP, Regional Deposit Officer - Middle Market Banking
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Comerica Bank - Walnut Creek, CAVice President, Regional Deposit Officer - Middle Market Bankingsince Apr 2012Comerica Bank - San Ramon, CAAssistant Vice President, Banking Center ManagerDec 2010 - Apr 2012
Certifications:
California Notary Public
Licensed Financial Specialist at Comerica of California Ins..
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Janet Ervin San Francisco, CA

Professions & Specialties

Collector • Repossessor • Collections Specialist • Financial Specialist • Technician • Technical Specialist • Technical Support Specialists • Hospital Care Professional • Health Professional • Health Practitioner • Business Administrator • Physician • Psychology Specialist • Psychologist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Government Administration Professional • Operations Manager • Community Service Manager

Experience & Education

Title:
Medical Collector
Location:
San Francisco Bay Area
Industry:
Hospital & Health Care
Work history:
Department of Veterans Affairs - Vallejo, CAAccounts Receivables TechnicianNov 2011 - Sep 2012Auditech Auditior2011 - 2011
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William Gilmartin Indianapolis, IN

Professions & Specialties

Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Advisor

Experience & Education

Position:
Divisional Wholesaler at American Funds
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
American Funds - Carmel, InDivisional Wholesalersince Dec 2012JP Morgan Asset Management - Walnut Creek, CAVP / Client Advisor (External Wholesaler)Oct 2010 - Oct 2012
Skills:
Financial Advisory, Separately Managed Accounts, Asset Managment, Securities, Uniform Combined...
Financial Specialist at Wachovia Bank
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Financial Specialists near Walnut Creek, CA0612182430OaklandHaywardConcordSan LeandroRichmondSan RamonBerkeleyPleasantonUnion CityAlameda


Financial Specialists around Walnut Creek, CA

Alameda  (5)
Berkeley  (7)
Concord  (10)
Danville  (1)
Hayward  (14)
Moraga  (1)
Oakland  (30)
Pleasanton  (7)
Richmond  (8)
Rodeo  (2)
San Leandro  (10)
San Lorenzo  (2)
San Ramon  (8)
Union City  (6)

Financial Specialists in California