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Financial brokers in Moraga, CA

Here is a complete list of every Financial broker in Moraga, CA.

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49 results found

Morgan Justice Walnut Creek, CA

Professions & Specialties

Loan ProcessorLoan OfficerLoan OfficersAccount Service ManagerClient Service OfficerSupporting MemberNon-ProfitModeratorTeam MemberAdvisorFiduciaryTrust Law AttorneyLawyersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCustomer ServiceManufacturing LaborerLaborerMarketing ProfessionalAdvertising Sales AgentChildcare WorkersOperations ManagerSports Game CoachAccounting BookkeeperBookkeeper

Experience & Education

Position:
Associate Account Executive at Travelers
Location:
Walnut Creek, California
Industry:
Insurance
Work history:
Travelers - Walnut Creek, CAAssociate Account Executivesince Jun 2010TMC Development - San Francisco Bay AreaLoan ProcessorMay 2010 - Jun 2010
Languages:
English, Spanish

Camilla Somtakoune Moraga, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentTutorBusiness ConsultantAdvisorMathematicianSpace ScientistSpace Scientists

Experience & Education

Work

Company:
Think tank learning
Teacher/certified tutor
Company:
Jp morgan chase - San Ramon, CA
Personal banker

Skills

SQL, Transact-SQL (T-SQL) MS SQL Server [] SQL Server Management Studio SQL Server Integration...

Fatai Oshi-ojuri San Francisco, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAgentSales RepresentativeApprenticeBusiness AdministratorManagersDepartment ManagerCouncil PresidentDepartment SupervisorManagerOperations ManagerChairpersonChief ExecutiveDeanHigher Education ProfessionalSchool AdministratorEducational ManagerStudent Worker

Experience & Education

Title:
Recent Master of Science: Financial Analysis Investment Management Graduate
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Saint Mary's College of California - Moraga, CAGraduate Student, Financial Analysis & Investment ManagementJul 2011 - Sep 2012JPMorgan Chase Licensed Personal BankerNov 2009 - Sep 2011
Skills:
Statistics, Quantitative Analytics, Financial Analysis, Financial Modeling, Forecasting, Sales,...
Certifications:
Series 6, Finra
Series 63, Finra

Todd Clark Moraga, CA

Professions & Specialties

TraderFinancial ConsultantCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCorporate ExecutiveChief ExecutiveManagersMathematician

Experience & Education

Work

Company:
Proprietary trader
Company:
Bank of america, merrill lynch - Oakland, CA
Financial advisor

Michael Vandenberg Moraga, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperApprenticeStudent Worker

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Moraga, California
Industry:
Financial Services
Work history:
Morgan Stanley - San FranciscoFinancial Advisorsince Apr 2012Morgan Stanley Smith Barney - San FranciscoIntern for Private Wealth Management GroupAug 2011 - Apr 2012

Richard Steil Moraga, CA

Professions & Specialties

Mortgage BrokerMortgage SpecialistLoan OfficersDirectorChairpersonOwnerOperations ManagerProject ManagersChief ExecutiveProject ManagerConstructionEquipment Tools Purchasing AgentAgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonSales RepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Steil capital equipment management & sales
President / owner
Company:
Richard steil real estate & residential mortgage services inc
President / broker

Deana Davidson Moraga, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInsurance agentAdvisorRepresentativeService Operations ExpertOperations ManagerClient Service OfficerCustomer ServiceSchool AdministratorEducational Manager

Experience & Education

Work

Company:
New england financial, a metlife agency
Insurance agent and investment advisor representative
Company:
Waddell & reed - Concord, CA
Financial advisor

Ann Oeth San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccounting ClerkFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisor

Experience & Education

Position:
Staff Accountant at Framehawk Inc.
Title:
Independent Financial Services Professional
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Framehawk Inc. Staff Accountantsince 2012Oeth Consulting - Moraga, CAConsultant2010 - May 2012
Skills:
Nonprofits

Randy Perera Moraga, CA

Professions & Specialties

Financial ConsultantFinancial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisor

Experience & Education

Work

Company:
Woodbury financial services, inc
Financial advisor / private client advisor
Company:
U.s. bank/ usbancorp investments, inc
Financial specialist

Deana Davidson Moraga, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInsurance agentAdvisorRepresentativeCustomer Service

Experience & Education

Work

Company:
Metlife
Insurance agent and investment advisor representative
Company:
Waddell & reed - Concord, CA
Financial advisor

Kermani Ahmad San Francisco, CA

Professions & Specialties

Mortgage Loan OfficerMortgage SpecialistLoan OfficersAccount Service ManagerClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Position:
Account executive at Bank of America, executive at sky is the limit
Title:
Retail Mortgage Loan Officer @ EverBank Home Lending
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Bank of America Account executiveSky is the limit - Moraga, CAExecutivesince May 2013

Ryan Reposa Moraga, CA

Professions & Specialties

Loan OfficerLoan OfficersLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Pmz real estate
Real estate agent
Company:
Capital market funding - Danville, CA
Real estate agent/ loan officer

Carmen Jackson Moraga, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOffice AssistantOffice ClerkClerical SpecialistDirectorOperations Manager

Experience & Education

Work

Company:
Sitzmann morris and lavis insurance company - Lafayette, CA
Executive assistant to the director of life operations
Company:
Nwf advisory/royal alliance associates, inc - Walnut Creek, CA
Executive assistant to independent financial advisor

Sky Eurich Moraga, CA

Professions & Specialties

CollectorRepossessorCollections SpecialistLinguistLanguage SpecialistOffice AssistantReceptionistFront Desk ClerkOffice ClerkClerical SpecialistFront Office Receptionist

Experience & Education

Work

Company:
California army national guard
Human intelligence collector/linguist
Company:
Independent therapists network - Moraga, CA
Office assistant/receptionist

Skills

Intelligence collection and reporting, translation and interpretation at an intermediate level,...

Bryan Edwardson Moraga, CA

Professions & Specialties

Commodity TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations Manager

Experience & Education

Work

Company:
Cargill, inc
Customer risk manager
Company:
Cargill, inc - Minneapolis, MN
Commodity trader

Rosenda Levy Moraga, CA

Professions & Specialties

Loan OfficerLoan OfficersBenefits SpecialistCompensations and BenefitsClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Alliant credit union - San Francisco, CA
Branch member benefits specialist
Company:
Alliant credit union - Oakland, CA
Loan officer & branch member service rep

Andrew Mitchell Hayward, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystCounselorSecurityTeam MemberAnalystsAdvisorFinancial AnalystCertified Nurse AideNurseNurse PractitionerFinancial DirectorChief Executive OfficerProgram DirectorFinancial OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveOperations ManagerMaster of ScienceModelBusiness AdministratorOrganization ManagementControllerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Administrative OfficerCommunity Service ManagerMaster of Business AdministrationBachelor of ScienceMathematicsMathematicianGovernment Administration ProfessionalInformation Technology SpecialistComputer Software ProfessionalData Entry SpecialistData ScientistIT SpecialistSoftware DevelopersGraphic Design SpecialistGraphic DesignerLecturerPostsecondary TeacherSales AgentSales Representative

Experience & Education

Position:
Industry Working Group (IWG) at Sustainability Accounting Standards Board (SASB), Strategy Analyst...
Title:
Financial Engineering & Risk Management / Investment Analytics & Systems
Location:
Castro Valley, California
Industry:
Investment Management
Work history:
Sustainability Accounting Standards Board (SASB) - San Francisco Bay AreaIndustry Working Group (IWG)since Feb 2013Taproot Foundation - San Francisco, CAStrategy Analyst / Financial Analyst & Consultantsince May 2008
Skills:
Relationship Building & Networking, Sustainability Accounting Standards, Portfolio Management,...

Brian Rochford Moraga, CA

Professions & Specialties

Buyers AgentPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentSales RepresentativeFinancial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Relocation, Short-Sale
Work:
Tom Rochford Real Estate Company
P.o. Box 6809, Moraga, CA 94570
Experience:
11 years years

Leilani Wagner San Francisco, CA

Professions & Specialties

Athletic AdministratorSports ManagerMarketing AdministratorDirectorMarketing ManagerOperations ManagerCounselorAdvisorEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonSports TrainersOrganization ManagementNon-ProfitManagersPsychologistLawyersPsychology Specialist

Experience & Education

Position:
Assistant Athletic Director for Marketing and Promotions at Saint Mary's College of California
Title:
Asst. Athletic Director for Marketing & Promotions
Location:
San Francisco Bay Area
Industry:
Sports
Work history:
Saint Mary's College of California - Moraga, CAAssistant Athletic Director for Marketing and Promotionssince Feb 2012Schools of the Sacred Heart - San Francisco, CAAthletic Director, CESJun 2010 - Jun 2012
Skills:
Social Media, Sports, Promotions, Community Outreach, Sports Management, Sports Marketing

Sallie Scanlon Moraga, CA

Professions & Specialties

Buyers AgentPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCounselorAdvisorAgentSales RepresentativeFinancial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Consulting, Staging
Work:
IronHorse Group Real Estate
1001 Country Club Drive, Suite D-1, Moraga, CA 94556
Licenses:
01021564 (Stager)

Erick Sondeno Moraga, CA

Professions & Specialties

Buyers AgentPuchasing and Estimating ManagerAgentSales RepresentativeFinancial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Short-Sale, Architecture
Work:
HACIENDA REAL ESTATE
1100 Moraga Way, Suite 200, Moraga, CA 94556
Licenses:
00689374 (REAL ESTATE BROKER)

Michael Miller Moraga, CA

Professions & Specialties

Buyers AgentPuchasing and Estimating ManagerAgentSales RepresentativeFinancial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Home Building, General Contracting
Work:
Hacienda Real Estate
1100 Moraga Way, Suite 200, Moraga, CA 94556

Bob Wegener Moraga, CA

Professions & Specialties

Buyers AgentPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentSales RepresentativeFinancial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Investment Properties
Work:
Hacienda Real Estate
1100 Moraga Way, Suite #200, Moraga, CA 94556
Experience:
11 years years

Bill Johnson Moraga, CA

Professions & Specialties

Buyers AgentPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentSales RepresentativeFinancial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent
Work:
Kenwood Properties
450 Center Street Suite # 250, Moraga, CA 94556

Mark Zinman Moraga, CA

Professions & Specialties

Loan OfficerLoan OfficersOwnerChief Executive

Experience & Education

Specialties:
Purchase Loan, Refinancing, Home Equity, Mortgage Planning
Work:
NMZ Financial
35 Williams Drive, Moraga, CA 94556

Shawna Jones San Francisco, CA

Professions & Specialties

Chief Administrative OfficerChief Executive OfficerChief ExecutiveCorporate ExecutiveSupplierEquipment Tools Purchasing AgentServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail SalespersonOffice AssistantCounselorOffice ClerkClerical SpecialistAdvisorAccounts PayableAccounts Payable SpecialistOperations ManagerFinancial OfficerFinancial ManagerAdministrative ClerkMembership AdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSecretaryPhysical TherapistsRecruitment

Experience & Education

Title:
Administrative & Accounting
Location:
San Francisco Bay Area
Industry:
Executive Office
Work history:
Berkeley Humane Society - Berkeley, CAAccounting AssistantDec 2011 - May 2012Ed Support Services, LLC - Oakland, CAOffice ManagerAug 2009 - May 2011
Skills:
Outlook, Accounts Payable, QuickBooks, Deposits, Accounts Receivable, Time Management, Customer...

Christina York San Francisco, CA

Professions & Specialties

TellerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSecurityOffice AssistantAnalystsOffice ClerkClerical SpecialistMaster of ScienceBachelor of SciencePsychologistDatabase Administration ProfessionalDatabase AdministratorPsychology Specialist

Experience & Education

Position:
Wealth Management Associate at Neuberger Berman
Title:
Wealth Management Associate at Neuberger Berman LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Neuberger Berman - San Francisco, CAWealth Management Associatesince Sep 2012Constellation Wealth Advisors - Menlo Park, CAAssociateMar 2011 - Sep 2012
Skills:
Series 7, Series 63, Series 65, Fixed Income, Equities, Portfolio Management, Investments, Trading, ...
Certifications:
2013 Level II CFA Candidate, CFA Institute

Peggy Walters Moraga, CA

Professions & Specialties

Area Sales ManagerRegional Sales ConsultantSales RepresentativeSales ManagerSales Director

Experience & Education

Work

Company:
Lxr luxury resorts - Fort Lauderdale, FL
Area sales manager
Company:
Estancia la jolla hotel & spa - La Jolla, CA
National sales manager

Mario Feusier Moraga, CA

Professions & Specialties

Buyers AgentPuchasing and Estimating ManagerAgentSales RepresentativeFinancial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent
Work:
Caldecott Properties
370B Park Blvd, Moraga, CA 94553

Lori Deluca Moraga, CA

Professions & Specialties

Buyers AgentPuchasing and Estimating ManagerAgentSales RepresentativeFinancial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent
Work:
Lola d baby
365 Donald Drive, Moraga, CA 04556

Chip Patterson Moraga, CA

Professions & Specialties

Buyers AgentPuchasing and Estimating ManagerAgentSales RepresentativeFinancial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent
Work:
Patterson Real Estate Services
1640 School Street, Moraga, CA 94556

Peggy Walters Moraga, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLoan OfficersHair StylistHairdresserSales Account AssociateArea Sales ManagerSales ExecutiveRegional Sales ConsultantSales RepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSales ManagerInformation Technology SpecialistIT Specialist

Experience & Education

Title:
Stella & Dot Independent Stylist
Location:
Moraga, California
Industry:
Real Estate
Work history:
Coldwell Banker, Delray Beach Sales AssociateJul 2011 - Sep 2012LXR, Luxury Resorts & Hotels Area Sales ManagerFeb 2008 - Dec 2008

Lori Krumrei San Francisco, CA

Professions & Specialties

Capital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentOwnerChairpersonChief ExecutiveAdvisorOperations ManagerBusiness AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Krumrei & Ross Financial Management
Title:
Owner, Krumrei & Ross, Inc
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Krumrei & Ross Financial Management - Moraga, CAPresidentsince 2000Vanhart Capital Management OwnerMay 1990 - Jul 2005

Robert Holloway Moraga, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial DirectorManagerDirectorFinancial OfficerFinancial ManagerOperations ManagerAccounts ReceivableChief ExecutiveChief AccountantCertified Public AccountantAccount ManagerAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCoordinatorAdvisorManagersBachelor of ScienceMaster of Business Administration

Experience & Education

Title:
Experienced Accounting and Finance Manager
Location:
Moraga, California
Industry:
Accounting
Work history:
Nestle Dreyer's Ice Cream Manager of Accounting2010 - Oct 2012Dreyer's Grand Ice Cream Director of Operational Accounting2000 - 2010
Certifications:
Certified Public Accountant, State of CA

Danielle White San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerUnderwriterAccounting BookkeeperBookkeeperIndependent Business OwnersData Scientist

Experience & Education

Title:
Loan Review Analyst II (MI Claims Analysis)
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Bank of America - Concord, CALoan Review Analyst IIMar 2012 - Jan 2013First Collateral Services, Inc. - Concord, CAUnderwriter (QC)Apr 2005 - Feb 2009
Skills:
Auditing, Research, Fraud Detection, Risk Analysis, Risk Assessment, Mortgage Underwriting,...

Jessica Marie Lafayette, CA

Professions & Specialties

Marketing ProfessionalSocial Media ManagerAdvertising Sales AgentSEO SpecialistWeb MarketerIndependent ContractorCounselorVolunteerContractorAdvisorNon-ProfitIndependent Business OwnersMarketing ManagerChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Self
Independent contractor/consultant
Company:
Asante africa foundation
Marketing and social media manager (volunteer)

Skills

Marketing, Product Marketing, Content Marketing, Social Media Marketing, Executive Presentations,...

Christoph Lohmann Moraga, CA

Professions & Specialties

Loan OfficersProperty ManagerLicensed Real Estate BrokerReal Estate ManagerReal Estate Sales AgentUnderwriterVice PresidentChief ExecutiveOperations ManagerBusiness AdministratorAnalysts

Experience & Education

Work

Company:
Bridge asset servicing network, inc. moraga
Senior underwriter & asset manager
Company:
Land interests, inc - Irvine, CA
Vice president of real estate investment advisory and business development

Jeanine Mcdermott Moraga, CA

Professions & Specialties

Financial Services Sales AgentOffice AssistantCoordinatorOffice ClerkClerical SpecialistManagersSchool PrincipalSchool AdministratorEducational ManagerOperations ManagerProperty ManagerReal Estate Manager

Experience & Education

Position:
Office Manager/Admin. Asst. to the Principal at Carondelet High School
Title:
Office Manager/Admin. Asst. to the Principal
Location:
Moraga, California
Industry:
Education Management
Work history:
Carondelet High School Office Manager/Admin. Asst. to the Principalsince Dec 2008Coldwell Banker Escrow CoordinatorAug 2007 - Oct 2008

Karla Gilliam Moraga, CA

Professions & Specialties

Credit ManagerLoan OfficersCounselorAdvisorArea ManagerManagersAgentTerritory Account ManagerSales RepresentativeManagerOperations ManagerNotary PublicNotaryLawyersProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Treasure island job corps
Outreach & admissions counselor
Company:
Heald college
Senior financial aid advisor

Dawit Ocbai Moraga, CA

Professions & Specialties

Capital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerProject ManagersProject ManagerInvestigatorContractorIndependent Business OwnersMarketing ManagerBusiness Unit ManagerBusiness Administration SpecialistSupporting MemberAnalystsTeam MemberResearch AssociateResearch SpecialistResearch ScientistBachelor of Business AdministrationField Marketing SpecialistMarketing Administrator

Experience & Education

Work

Company:
Charles schwab inc
Restricted stock specialist/project manager
Company:
Charles schwab inc - San Francisco, CA
Fraud investigator (contractor)

Chandani Kapadia Moraga, CA

Professions & Specialties

Bank TellerBankerFinancial Services ProfessionalFinancial Services Sales AgentApprenticeStudent WorkerBachelor of Science

Experience & Education

Work

Company:
Bank of the west
Cps monetary specialist ii
Company:
Anjay accountax service llc - Jersey City, NJ
Accounting intern

Skills

QuickBooks, Peachtree, PeopleSoft, Microsoft Office, Pro Series, CCH Tax Research Software

Sue Pfohl Moraga, CA

Professions & Specialties

Credit ManagerLoan OfficersAnalystAnalystsCompliance AgentManagersCompliance OfficerSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAssociate of Arts

Experience & Education

Work

Company:
Bank of america
Syndications analyst
Company:
Westaff, inc - Walnut Creek, CA
Corporate credit and collection analyst

Skills

10+ years profinciency in Microsoft Office Products, Internet Research, 10 Key by touch

Jamshi Takhirov Moraga, CA

Professions & Specialties

Technical Support SpecialistSystems Support SpecialistSupport SpecialistsAnalystAnalystsDirectorOperations Manager

Experience & Education

Work

Company:
Xactly corporation
Technical support analyst
Company:
East-west-economics
Assistant to the director of client services

Jerry Mina Moraga, CA

Professions & Specialties

RepossessorCollections SpecialistClaim AdjusterClaims CounselLegal CounselAnalystAnalysts

Experience & Education

Work

Company:
Self-employed
General adjuster
Company:
York claims service, inc
Claims analyst

Valerie Bevan Sacramento, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerChief ExecutiveSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeOperations Manager

Experience & Education

Position:
Partner at Bevan Bevan & Associates
Title:
Partner/Registered Principal/ LPL Financial Consultant, Bevan Bevan and Associates, A Wealth Management Firm
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Bevan Bevan & Associates Partnersince Dec 2008Signator Investors, Inc. Registered RepresentativeDec 2006 - Dec 2008
Skills:
Portfolio Management, Estate Planning, Retirement Planning

Kathryn Koller Sacramento, CA

Professions & Specialties

Collections RepresentativeCollectorRepossessorCollections SpecialistFinance and Accounting SpecialistTax PreparerAccounting BookkeeperBookkeeperTax AccountantTutorMathematical Science TeacherCustomer ServiceClient Service OfficerBachelor of ScienceHospital Care ProfessionalStudent WorkerHealth ProfessionalHealth PractitionerBartender

Experience & Education

Position:
Collections Representative at Coram Healthcare
Title:
Collections Representative
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Coram Healthcare Collections Representativesince Mar 2013Liberty Tax Service - Fresno, CALead Tax PreparerJan 2013 - Mar 2013

Dan Herron San Luis Obispo, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAdvocateJuristLegal CounselClient Service OfficerWellness and FitnessMaster of Business AdministrationCustomer ServiceSales RepresentativeStudent WorkerFinisherGrinding and Polishing Worker

Experience & Education

Position:
Customer Service Representative at Running Warehouse
Title:
Health and Wellness Advocate
Location:
San Luis Obispo, California Area
Industry:
Health, Wellness and Fitness
Work history:
Running Warehouse - San Luis Obispo, California AreaCustomer Service Representativesince Jun 2013St Mary's College of California - Moraga, CAMBA StudentApr 2011 - Dec 2012
Skills:
PowerPoint, Microsoft Excel, Eviews, Microsoft Word, Advent, Financial Analysis, Databases,...

Hall Longacre Lodi, CA

Professions & Specialties

BankerStock BrokerFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalDirector of OperationsManagerOperations ManagerWarehousing ManagerWarehousing ProfessionalStockerStock Clerk

Experience & Education

Work

Company:
Coldwell banker
Director of operations
Company:
Edward d jones and round hill securities
Stock broker

Michael March Los Molinos, CA

Professions & Specialties

Loan OfficerLoan OfficersCounselorSupervisorAdvisorManagersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial OfficerFinancial ManagerChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Consultant
Sales / operations consultant
Company:
Beutler air conditioning service
Area supervisor




Financial brokers around Moraga, CA

Alameda  (340)
Alamo  (71)
Berkeley  (810)
Canyon  (1)
Concord  (929)
Crockett  (6)
Danville  (891)
Diablo  (2)
Hayward  (960)
Lafayette  (218)
Oakland  (2,178)
Orinda  (254)
Pinole  (112)
Richmond  (539)
Rodeo  (144)
San Francisco  (43,395)
San Leandro  (402)
San Lorenzo  (68)
San Ramon  (744)
Union City  (255)
Walnut Creek  (1,267)

Financial brokers in California