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California Municipal Bond Traders Directory

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39 results found

Duy Trinh Los Angeles, CA

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentModelBusiness AdministratorBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent WorkerOperations Manager

Experience & Education

Title:
Institutional Trading Assistant at Tradewinds Global Investors, LLC
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Tradewinds Global Investors, LLC - Century City, CAInstitutional Trading AssistantAug 2010 - Jul 2013Oppenheimer & Co. - Los Angeles, CAMunicipal Bond Trader Assistant (Temporary Employment)May 2010 - Jul 2010
Languages:
Vietnamese

Ben Harrison San Francisco, CA

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberOperations ManagerAir Transportation WorkerSkilled ProfessionalSpokespersonRepresentative

Experience & Education

Position:
Vice President at Morgan Stanley Wealth Management
Location:
San Francisco, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - San Francisco Bay AreaVice Presidentsince Jan 2013Morgan Stanley Smith Barney AssociateMar 2011 - Jan 2013
Skills:
Aviation, Aircraft, Navy, Command, Program Management, Flights, Leadership, Management, Municipal...

Tracy Parker San Francisco, CA

Professions & Specialties

Municipal Bond TraderTraderFinancial AdviserFinancial Services Sales AgentCapital Markets ProfessionalFinancial Services ProfessionalFinancial SpecialistLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentBuyerSales RepresentativeBuyer and SellerHSEInvestorSigning AgentNotaryLawyersVice PresidentChief Executive

Experience & Education

Position:
Realtor at Prudential California Realty
Title:
Help Professionals Buy | Sell Homes in San Francisco East Bay Area.
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Prudential California Realty - San Francisco Bay Area, CARealtorsince Sep 2008Banc of America Securities Vice President | Municipal Bond TraderDec 2003 - Aug 2008
Skills:
Short Sale and Distressed Property Expert, Fine Homes Specialist | Prudential, Relocation...

John Wallet Laguna Beach, CA

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinancial Analyst

Experience & Education

Work

Company:
Charles fish investments
Assistant municipal bond trader/portfolio manger
Company:
Countrywide securities corporation - Calabasas, CA
Trading assistant/operations specialist

Sara Johnson San Francisco, CA

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperClient Service OfficerCustomer Service

Experience & Education

Position:
Corporate/Municipal Trading Liason at Alamo Capital
Title:
Corporate/Municipal Bond Trader at Alamo Capital
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Alamo Capital - Walnut Creek, CaCorporate/Municipal Trading Liasonsince Sep 2007Washington Mutual - Antioch, CaCustomer Service RepresentativeSep 2003 - Nov 2006
Skills:
Series 7 and Series 66 Licenses, Bonds, Securities, Fixed Income, Options, Bloomberg, Trading,...

Carl Turpin Los Angeles, CA

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystStudent WorkerChief ExecutiveClergy

Experience & Education

Position:
Senior Financial Analyst at Jet Propulsion Laboratory
Location:
Greater Los Angeles Area
Industry:
Aviation & Aerospace
Work history:
Jet Propulsion Laboratory Senior Financial Analystsince Oct 1995J.J. Kenny Drake Inc. Municipal Bond Trader1994 - 1996
Skills:
Financial Analysis, Cost Benefit, Process Improvement, Financial Reporting, Data Analysis
Certifications:
USPA Skydiving A License, United States Parachute Association

Duy Trinh Los Angeles, CA

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentOperations Manager

Experience & Education

Work

Company:
Tradewinds global investors
Institutional trading assistant
Company:
Oppenheimer
Municipal bond trader assistant

Evan Killips Los Angeles, CA

Professions & Specialties

Portfolio ManagerMunicipal Bond TraderInvestment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentMaster of Business AdministrationFinancial ManagerAccounting BookkeeperBookkeeper

Experience & Education

Title:
MBA Student at USC Marshall School of Business
Location:
Greater Los Angeles Area
Industry:
Food & Beverages
Work history:
Payden & Rygel - Greater Los Angeles AreaFixed Income Portfolio ManagerSep 2010 - Apr 2012Edward Jones Investments - Phoenix, Arizona AreaMunicipal Bond TraderJun 2009 - Sep 2010

Barbara Pflaumer Los Angeles, CA

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
J.f. hartfield & co., inc - Philadelphia, PA
Municipal bond trader

Matt Mccain Denver, CO

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerAgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsResearcherSurvey ResearcherFinancial Manager

Experience & Education

Position:
AVP Capital Markets / Municipal Bond Trader at Investment Professionals, Inc.
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Investment Professionals, Inc. - Englewood, COAVP Capital Markets / Municipal Bond Tradersince Jun 2012Charles Schwab - Englewood, COTrade AnalystJul 2011 - Jun 2012
Certifications:
Series 7, FINRA
Series 55, FINRA

Larry Nimbach Denver, CO

Professions & Specialties

Municipal Bond TraderTraderFinancial Services Sales AgentCapital Markets ProfessionalFinancial Services ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOwnerChief ExecutiveGraphic Designer

Experience & Education

Position:
Municipal Bond Trader at Investment Professionals, Inc.
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Investment Professionals, Inc. - Englewood, COMunicipal Bond Tradersince Feb 2013Noble Capital Partners - Farmington Hills, MIFixed Income TraderSep 2011 - Jan 2013
Certifications:
Chartered Financial Analyst, CFAI

Cameron Gloege Los Angeles, CA

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerEntertainment ProfessionalEntertainer

Experience & Education

Position:
Director, Business Development and Operations at Fox Networks Group
Location:
Greater Los Angeles Area
Industry:
Entertainment
Work history:
Fox Networks Group Director, Business Development and Operationssince 2008Crowell Weedon & Company Head Municipal Bond Trader2002 - 2008

Andrew Jensen San Francisco, CA

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentUnderwriterFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTechnology CoordinatorCommunity Service Manager

Experience & Education

Position:
Municipal Bond Trader / Underwriter at Alamo Capital
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Alamo Capital - Walnut Creek, CAMunicipal Bond Trader / Underwritersince May 2011Alamo Capital Chief Technology CoordinatorApr 2009 - May 2011
Skills:
Securities, Bonds, Series 7, Fixed Income, Bloomberg, Investments, Trading, Capital Markets, Series ...

David Howell San Francisco, CA

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Munis at RBC Capital Markets
Title:
Municipal Bond Trader
Location:
San Francisco, California
Industry:
Financial Services
Work history:
RBC Capital Markets - San Francisco Bay AreaMunissince 2011RBC Capital Markets - Baltimore, Maryland AreaMunisJan 2010 - Jul 2011

Mike Bodie San Francisco, CA

Professions & Specialties

Portfolio ManagerMunicipal Bond TraderInvestment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Head Portfolio Manager / Municipal Bond Trader / Registered Investment Advisor
Location:
San Francisco Bay Area
Industry:
Financial Services

Lisa Linn Denver, CO

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerOrthodontistOrthodontic SpecialistMedical Practice ProfessionalMedical Practitioner

Experience & Education

Position:
Finance Manager at Brandon Linn Orthodontics, PC
Location:
Greater Denver Area
Industry:
Medical Practice
Work history:
Brandon Linn Orthodontics, PC Finance Managersince Jun 2004Robert W. Baird & Co. - Fixed IncomeMunicipal Bond TraderJun 2002 - Jun 2004

Jessica Lindgren San Francisco, CA

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Municipal Bond Trader at RBC Dain
Title:
Analyst, Krasna Financial
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
RBC Dain Municipal Bond Trader

David Isaak Denver, CO

Professions & Specialties

TraderMunicipal Bond TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Trader/Owner at Isaak Bond Investments, Owner/Trader at Isaak Bond Investments
Title:
Owner/Trader at Isaak Bond Investments
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Isaak Bond Investments Trader/OwnerIsaak Bond Investments Owner/Tradersince Jun 1984

Rob Ordona Santa Ana, CA

Professions & Specialties

TraderMunicipal Bond TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Municipal Bond Trader at Wedbush Morgan Securities
Title:
Municipal Bonds Trader at Wedbush Morgan Securities
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Wedbush Morgan Securities Municipal Bond Tradersince 2005

Christopher Thompson Denver, CO

Professions & Specialties

TraderMunicipal Bond TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President, Municipal Bond Trader at Advisors Asset Management, Inc
Title:
Vice President, Municipal Trader at Advisors Asset Management, Inc
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Advisors Asset Management, Inc Vice President, Municipal Bond Tradersince 2003

Ed Wynne San Francisco, CA

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Municipal Bond Trader at Charles Schwab
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Charles Schwab Municipal Bond Trader

Spencer Kam Los Angeles, CA

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Municipal Bond Trader
Location:
Greater Los Angeles Area
Industry:
Financial Services

Alice Livingston San Diego, CA

Professions & Specialties

TraderMunicipal Bond TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Municipal Bond Trader at Kinsell Newcomb Dedios
Title:
Trader at Kinsell Newcomb Dedios
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Kinsell Newcomb Dedios Municipal Bond Tradersince Nov 2006

Lindsey Wetzel San Francisco, CA

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Municipal Bond Trader at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services

Linda Ford Los Angeles, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentSenior ManagerHR ManagerOperations ManagerHuman Resources SpecialistEmployee Relations ManagerRecruitmentEmployee Relations SpecialistLabor Relations SpecialistPsychologistEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonDoctor of EducationPsychology SpecialistChief Administrative OfficerManagerFounding MemberChief ExecutiveHuman Resource ManagerSales RepresentativeBachelor of ArtsAdvisorPublishing ProfessionalCopy EditorEditing ProfessionalWriting and Editing ProfessionalWriter and EditorAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Manager, Human Resources and Administration at Nissin International Transport U.S.A, Inc.
Title:
Senior Manager, Human Resources and Administration at Nissin International Transport USA
Location:
Greater Los Angeles Area
Industry:
Human Resources
Work history:
Nissin International Transport U.S.A, Inc. - TorranceSenior Manager, Human Resources and Administrationsince Apr 2012Confidential - Los Angeles, CAInterim HR ManagerOct 2011 - Apr 2012
Municipal Bond Trader at Financial Network Investm..

Bruce Cooley Los Angeles, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerIndependent RepresentativeCommissionerMediatorSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveSales RepresentativePhysical TherapistsManagers

Experience & Education

Position:
Manager of Supervision and Trading at Madison Avenue Securities
Title:
Manager of Trading & Supervising Principals at Madison Avenue Securities
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Madison Avenue Securities - Greater San Diego AreaManager of Supervision and Tradingsince Feb 20115th Navy Expeditionary Logistics Regiment - 5th Navy Expeditionary Logistics Regiment-Pt Mugu, CAR-5 Plans OfficerOct 2010 - Apr 2012
Senior Municipal Bond Trader at Fixed Income Securities

Kyle Mckenzie San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentModelInvestorSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerManagersAnalystsChief ExecutiveOperations ManagerStudent WorkerSales Representative

Experience & Education

Position:
Assistant Portfolio Manager at United States Commodity Fund
Title:
Assistant Portfolio Manager, United States Commodity Funds
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
United States Commodity Fund - Oakland, CAAssistant Portfolio Managersince Jun 2010Grant Thornton Economic Advisory AssociateAug 2008 - May 2010
Certifications:
Series 7 Licensed Broker Dealer, FINRA
Series 63 Certification, FINRA
Intern on Trading Desk,Municipal Bond Trader,

Karen Cooper San Francisco, CA

Professions & Specialties

Capital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCo-OwnerMarketing DirectorOwnerChief ExecutiveRecruitment

Experience & Education

Position:
Co-Owner at Once Upon a Greeting, Director of Marketing at Slow TV Productions
Title:
Creating a better way to say hello.
Location:
San Francisco Bay Area
Industry:
Media Production
Work history:
Once Upon a Greeting - San Francisco Bay AreaCo-Ownersince Jul 2011Slow TV Productions - San Francisco Bay AreaDirector of Marketingsince Dec 2011
Senior Equity Trader/Municipal Bond Trader at Scudder

Lisa Pierpont Denver, CO

Professions & Specialties

Municipal Bond TraderPortfolio ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerOwnerFinancial DirectorChief ExecutiveFinancial OfficerFinancial ManagerCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of Arts

Experience & Education

Position:
Owner at BottomLine Consulting, Inc.
Title:
Owner, BottomLine Consulting, Inc. - Advanced Certified Quickbooks ProAdvisor
Location:
Greater Denver Area
Industry:
Accounting
Work history:
BottomLine Consulting, Inc. Ownersince Nov 2006Dunollie Looms, Inc. Chief Financial OfficerJun 1998 - Jun 2006
Skills:
Workflow Analysis, Process Improvement, Bookkeeping, Quickbooks, Quicken, Portfolio Management,...

Delphine Damon San Francisco, CA

Professions & Specialties

Capital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalAssociate ProfessorSchool AdministratorEducational ManagerLecturerPostsecondary TeacherLicensed Real Estate BrokerProperty ManagerReal Estate ManagerTeam MemberLawyers

Experience & Education

Position:
Principal at Damon Development
Title:
Principal, Damon Development
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Damon Development Principalsince 1999UC Berkeley - Berkeley, CaliforniaAdjunct ProfessorAug 1996 - Jun 1997
Skills:
Real Estate, Fundraising, Social Media, Strategic Planning, Contract Negotiation, Public Speaking,...
Languages:
French
Municipal Bond trader

Greg Genrich San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalManagerFinancial DirectorOperations ManagerFinancial OfficerFinancial ManagerComputer Network ProfessionalNetwork AdministratorComputer Network ConsultantComputer ConsultantIT ConsultantBusiness AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Global Engagement Manager at Cisco Systems
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
Cisco Systems Global Engagement Managersince Feb 2013Cisco CSC Finance Manager Portfolio/Deals DeskMar 2011 - Feb 2013
Municipal Bond Trader & U/W at Piper Jaffray

Bill Jackson Denver, CO

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Board of Education Member at Valor Christian High School, Managing Director at Bear Creek Asset...
Title:
Managing Director at Bear Creek Asset Management
Location:
Greater Denver Area
Industry:
Investment Management
Work history:
Valor Christian High School Board of Education Membersince Jun 2010Bear Creek Asset Management Managing Directorsince 2007
Skills:
Fixed Income, Investments, Portfolio Management, Chartered Financial Analyst

Bruce Cooley Riverside, CA

Professions & Specialties

TraderFinancial Services Sales AgentCapital Markets ProfessionalFinancial Services ProfessionalSchool PrincipalSchool AdministratorEducational ManagerLieutenant CommanderRepresentativeBusiness AdministratorLogistics SupervisorMaster of Business AdministrationOperations ManagerLogistician

Experience & Education

Work

Company:
Madison avenue securities
Osj-supervising principal, equity and fixed income trading
Company:
Us navy - Point Mugu NAWC, CA
Lieutenant commander, united states navy (reserve)-retired

Skills

Bloomberg, NetEx360, Streetscape, MS Office, and other Clearing Firm systems

Jeffrey Blok Carlsbad, CA

Professions & Specialties

TraderFinancial Services Sales AgentCapital Markets ProfessionalFinancial Services ProfessionalSenior DirectorVice PresidentDirectorSenior ManagerOperations ManagerChief ExecutiveAssistant ManagerBusiness AdministratorAnalystsManagersBachelor of Science

Experience & Education

Work

Company:
Tradeweb direct
Senior director - trading & operations
Company:
Tradeweb direct
Director - ats trade support

Nanci Guris Carlsbad, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentVolunteerNon-ProfitVice PresidentChief Executive

Experience & Education

Work

Company:
School district - Carlsbad, CA
Essential volunteer
Company:
Stone & youngberg, inc. - La Jolla, CA
Vice president municipal bond sales

Jonathan Genovese Santa Monica, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief Executive

Experience & Education

Work

Company:
Incapital llc
Vice president - institutional sales
Company:
Kiley partners
Vice president - institutional sales

James Ryan Burlingame, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentDB AdministratorDatabase Administration ProfessionalDatabase AdministratorVice PresidentPartnerChief ExecutiveSales DirectorOperations ManagerBusiness Administrator

Experience & Education

Work

Company:
Fish six rc - San Francisco, CA
Dba the melt
Company:
Ooc, inc
Vice president - operations/partner

Thelma Myers Lahaina, HI

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerLeaderNon-ProfitCounselorSecurityManagersAdvisorMarketing ManagerProduction ManagerTechnology ManagerTechnical ManagersBusiness AnalystOrganization ManagementAnalystAnalystsMarketing AdministratorInformation Technology SpecialistIT AnalystWebsite DeveloperIT SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Director, Domus Division at Socialserve.com
Location:
Lahaina, Hawaii
Industry:
Internet
Work history:
Socialserve.com Director, Domus Divisionsince Feb 2010Alane-West Consulting Technical ConsultantJan 2009 - Feb 2010
Skills:
Product Development, Start-ups, Public Speaking, Entrepreneurship, Non-profits, Small Business,...

Tj Costello Chicago, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentNon-ProfitCounselorAdvisorPension AdministratorFinance and Accounting SpecialistCompensations and BenefitsAccounting BookkeeperBookkeeper

Experience & Education

Position:
Corporate / Non-Profit 401(k), 403(b) Retirement Plan Specialist at Great-West Financial
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Great-West Financial - Chicago, ILCorporate / Non-Profit 401(k), 403(b) Retirement Plan Specialistsince Mar 2008E*TRADE Financial - Chicago, ILRegistered Investment ConsultantJan 2006 - May 2007
Skills:
401k, Retirement Planning, Mutual Funds, Asset Allocation, Investments, Retirement, Defined...
Certifications:
Series 7, Financial Industry Regulated Authority (FINRA)
Series 66, Financial Industry Regulated Authority (FINRA)
Municipal Bond Trader / Registered Representative..