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Stock Brokers in California

Stock Brokers in San Diego, CA

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117 results found

Morfin Ruben San Diego, CA

Professions & Specialties

Financial Consultant • Stock Broker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Trader • Senior Associate • Production Supervisor • Senior Planner • Advisor • Supporting Member • Team Member • Planner • Dean • Higher Education Professional • School Administrator • Educational Manager • Mayor • City Manager • Civil Servant • Designers • Master of Business Administration • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Consumer Goods Professional • Commodities Clerk • Production Director • Production Manager

Experience & Education

Position:
Morgan Stanley at Downtown Branch
Title:
Morgan Stanley
Location:
San Diego, California
Industry:
Investment Management
Work history:
Downtown Branch - San Diego, CAMorgan Stanleysince 2011Smith Barney - San Diego, CA - USA and International InvestorsFinancial Advisor / Stock Broker2005 - 2011
Full Profile

Brandon Cass San Diego, CA

Professions & Specialties

Financial Consultant • Stock Broker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional

Experience & Education

Position:
Financial Advisor/ Stockbroker at Crowell, Weedon & Co.
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Crowell, Weedon & Co. Financial Advisor/ Stockbrokersince Feb 2005
Full Profile

Jon Deleon San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Writer

Experience & Education

Position:
WRITER, CHICAGO, LA, SAN FRANCISCO, NY at JON DELEON
Title:
--
Location:
Greater San Diego Area
Industry:
Writing and Editing
Work history:
JON DELEON WRITER, CHICAGO, LA, SAN FRANCISCO, NYsince Jan 1970COHIG & ASSOCIATES, LA JOLLA, CA STOCKBROKERJan 1996 - Apr 1996
Languages:
French
Full Profile

Holly Sullivan San Diego, CA

Professions & Specialties

Bondsman • Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Clerk • Administrative Clerk • Clerical Specialist • Human Resources Specialist • Human Resources Generalist • Employee Relations Manager • Recruitment • Human Resource Manager • Employee Relations Specialist • Labor Relations Specialist • HR Manager • Managers • Manager • Chief Administrative Officer • Operations Manager • Chief Executive • DB Administrator • Information Technology Specialist • Database Administration Professional • Database Administrator • IT Specialist • High School Diploma • Hospital Care Professional • Nurse Practitioner • Health Professional • Health Practitioner • Accounting Bookkeeper • Bookkeeper • Payroll Supervisor • Compensations and Benefits • Survey Researcher

Experience & Education

Title:
Certified Administrative Assistant/Accounting & Human Resources Specialist
Location:
Greater San Diego Area
Industry:
Accounting
Work history:
American Retail Services (Randstad Finance & Accounting) - Oceanside, CAH/R Assistant & Payroll ClerkSep 2012 - Dec 2012All Pro Bail Bonds (Accountemps) - Downtown San Diego, CAA/P Clerk/Office AdminJan 2012 - Feb 2012
Skills:
Customer Service, Payroll, Consulting, Strategic Planning, Human Resources, Outlook, Accounts...
Certifications:
Administrative Assistant, Grossmont/Foothills Adult School
Full Profile

Jim Page San Diego, CA

Professions & Specialties

Bondsman • Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Bail bondsman at Bail Now Bail Bonds
Title:
Bail Now Bail Bonds
Location:
Greater San Diego Area
Industry:
Information Services
Work history:
Bail Now Bail Bonds Bail bondsmansince Nov 2010JP Financial Solutions Business DevelopmentSep 2001 - Oct 2010
Full Profile

Joanne Bassett San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Author • Authoress

Experience & Education

Position:
Couture Natural Perfumer, Owner at JoAnne Bassett (Sole Proprietorship)
Title:
Luxury Couture Perfumer
Location:
Greater San Diego Area
Industry:
Cosmetics
Work history:
JoAnne Bassett - San Diego, CaliforniaCouture Natural Perfumer, Ownersince 1993John Kinnard and Company - Greater Minneapolis-St. Paul AreaStock broker - investment executive1983 - 1988
Skills:
Beauty, Luxury Goods, Cosmetics, Skin Care, Fragrances, Personal Care, Spa, Fragrance, Beauty...
Full Profile

Bernarr Pardo San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Investor • Team Member • Partner • Operations Manager • Chief Executive • Master of Science • Bachelor of Science • Psychologist • Biotechnology Professional • Biologist • Biological Scientist • Computer Systems Administrator • Psychology Specialist

Experience & Education

Position:
Real Estate Investor, Investing Education, Financial Literacy at Real Estate Investor, Investing...
Title:
Real Estate Investor-Residential & Commercial, Stock Trader, Investing Education, Financial Literacy and Wealth Creation
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Real Estate Investor, Investing Education, Financial Literacy Real Estate Investor, Investing Education, Financial Literacysince Jun 2010Zrii Independent Executive2010 - 2010
Full Profile

Cinthia Marshall San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Representative • Counselor • Project Manager • Advisor • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Agent • Sales Agent • Sales Representative • Project Managers

Experience & Education

Position:
Registered Representative at PLANMEMBER SECURITIES
Title:
Registered Representative Planmember
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
PLANMEMBER SECURITIES - San Diego California Las Vegas NevadaRegistered Representativesince Jun 2008PlanMember Financial Corporation - San Diego California Las Vegas NevadaRegistered Representative2008 - 2012
Skills:
Investments, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Strategic Financial...
Full Profile

Jean Potosky San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Property Manager • Real Estate Manager • Sales Account Associate • Sales Executive • Bachelor of Science • Team Member • Sales Manager

Experience & Education

Title:
Business
Location:
Greater San Diego Area
Industry:
Research
Work history:
California Real Estate Broker license Real Estate Broker licenseJun 1979 - Aug 2010A NASD corporation, main office in Los Angeles Stockbroker, CRD# 2393117Aug 1993 - Dec 2001
Full Profile

James Smith San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Investor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Economic Expert • Economist

Experience & Education

Position:
Managing Partner at New Wave Investments, LLC, Managing Partner at New Wave Investments, LLC
Title:
Managing Partner, New Wave Investments, LLC
Location:
Greater San Diego Area
Industry:
Real Estate
Work history:
New Wave Investments, LLC Managing Partnersince Aug 2007
Languages:
Spanish
..that virtually no salesperson or stockbroker wants to do,we know because that was
Full Profile

Linda Asakawa San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Legal Aide • Criminal Defense Lawyer • Law Specialist • Paralegal • Defense Attorney • Lawyers • Certified Nurse Aide • Nurse • Nurse Practitioner • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Client Development Coordinator at The Law Offices of Norman Michael Cooley
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
The Law Offices of Norman Michael Cooley - Greater San Diego AreaClient Development Coordinatorsince Jan 2005
Skills:
Business Development, Customer Service, Coordination, Composition, Events, Key Account Management,...
Full Profile

Jason Susdorf San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Customer Service

Experience & Education

Position:
Relationhip Manger II at TD Ameritrade
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
TD Ameritrade - Greater San Diego AreaRelationhip Manger IIsince Nov 2012Scottrade StockbrokerJan 2010 - Nov 2012
Full Profile

Peter Do San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Chief Administrative Officer • Chief Executive

Experience & Education

Position:
Stockbroker at Scottrade
Title:
Stockbroker at Scottrade Inc.
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Scottrade Stockbrokersince Jun 2010Scottrade Stockbroker TraineeJun 2009 - Jun 2010
Languages:
Vietnamese
Full Profile

Alberto Gonzalez San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Prize Fighter • Professional Athlete • Sports Person • Athletes

Experience & Education

Position:
REALTOR at GI Realty
Location:
Greater San Diego Area
Industry:
Real Estate
Work history:
GI Realty REALTORsince Nov 2011Realty World West - San Diego, Chula VistaRealtorAug 2009 - Jan 2011
Skills:
Real Estate, Investments, Short Sales, First Time Home Buyers, REO, Foreclosures, Investment...
Full Profile

Lynne Rothey San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Stock Broker at Wachovia, A Wells Fargo Company
Location:
Greater San Diego Area
Industry:
Banking
Work history:
Wachovia, A Wells Fargo Company Stock Broker
Full Profile

Ashley Ritchie San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Finance and Accounting Specialist • Internal Auditor • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Certified Auditor • Financial Compliance Examiner • Auditor • Data Analyst • Data Entry Specialist • Data Scientist • Analysts • Administrative Clerk • Clerical Specialist • Property Manager • Real Estate Manager • Student Worker • Mathematician

Experience & Education

Position:
Stock Trader - Personal Portfolio at Self-Employed (Self-employed)
Title:
Independent Stock Trader
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Self-Employed - Carlsbad, CaliforniaStock Trader - Personal Portfoliosince Sep 201124 Hour Fitness - Carlsbad, CaliforniaData Analyst - Internal AuditorFeb 2011 - Sep 2012
Skills:
Microsoft Office, Microsoft Excel, Microsoft Access, Microsoft Word, PowerPoint, Outlook, Matlab,...
Full Profile

Marissa Mitchell San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Stock Broker at First Allied Sec.
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
First Allied Sec. Stock Broker
Full Profile

John Bobolia San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Stockbroker at Jonathan Bobolia
Location:
Greater San Diego Area
Industry:
Capital Markets
Work history:
Jonathan Bobolia Stockbroker
Full Profile

Shane Gonzalez San Diego, CA

Professions & Specialties

Bondsman • Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Bail bondsman at vista bail bonds
Location:
Greater San Diego Area
Industry:
Legal Services
Work history:
Vista bail bonds Bail bondsman
Full Profile

Lia Johnson San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Stock broker at sonoma dow
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Sonoma dow Stock broker
Full Profile

Greg Kujawa San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Automobile Detailer • Automobile Mechanic • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Owner at kujos detailing
Title:
Owner, kujos detailing
Location:
Greater San Diego Area
Industry:
Automotive
Work history:
Kujos detailing Ownersince Aug 1992La jolla, ca Capitaline securitiesJun 1991 - Dec 1991
Full Profile

Eric Moore San Diego, CA

Professions & Specialties

Securities Clerk • Trader • Stock Broker • Brokerage Clerk • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Information Technology Director • Operations Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • IT Manager

Experience & Education

Position:
Securities Trader at Capital Investments Inc
Title:
Director at Capital Investment Inc
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Capital Investments Inc - San DiegoSecurities Tradersince Jan 2006Tenet Healthcare - Dallas/Fort Worth AreaIT Tenet LabJan 1991 - Jan 2006
Adviser/Stock Trader/ Personal & Select Clients
Full Profile

Steven Zink San Diego, CA

Professions & Specialties

Bondsman • Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive • Hospital Chaplain • Supporting Member • Pastoral Worker • Clergy • Team Member

Experience & Education

Position:
Founder at Always Forgiven Bail Bonds
Title:
Always Forgiven Bail Bonds
Location:
Greater San Diego Area
Industry:
Legal Services
Work history:
Always Forgiven Bail Bonds - CaliforniaFoundersince May 2007Scripps Memorial Hospital - La Jolla, CAAssociate ChaplainFeb 2003 - Dec 2006
Full Profile

Jeff Bassett San Diego, CA

Professions & Specialties

Stock Broker • Banker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Counselor • Independent Contractor • Advisor • Contractor • Owner • Chief Executive • Training and Coaching Professional • Professional Development Teacher • Account Service Manager • Client Service Officer • Independent Business Owners • Customer Service

Experience & Education

Position:
Owner at Self Employed
Title:
Consultant
Location:
Greater San Diego Area
Industry:
Professional Training & Coaching
Work history:
Self Employed Ownersince Aug 1994Chatfield Dean Account ExecutiveDec 1993 - Aug 1994
Retail stockbroker/ investment banker
Full Profile

Johannes Niekerk San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Client Manager • Client Service Officer • Apprentice • Customer Service • Student Worker • Sales Representative • Team Member • Paramedic

Experience & Education

Work

Company:
Altegris investments - La Jolla, CA
Client service coordinator, private client group
Company:
Scottrade inc - La Jolla, CA
Stockbroker intern

Skills

Proficient using Word, Excel, PowerPoint, CRM systems, Adobe Acrobat Pro, and STATA (Intermediate) ...
Full Profile

Benji Miller San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Legal Counseling Officer • Jurist • Legal Counsel • Representative

Experience & Education

Title:
Legal Services Professional
Location:
Greater San Diego Area
Industry:
Legal Services
Work history:
Global Resource Investments, Ltd. Senior Stock Broker, Registered RepresentativeAug 2005 - Aug 2009
Full Profile

Marcus Jenkins San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Master of Science • Publisher • Publishing Professional • Operations Manager • Sales Representative

Experience & Education

Work

Company:
Scottrade inc
Stockbroker internship
Company:
Scottrade
Stockbroker

Skills

Series 7 & 63 License
Full Profile

Oscar Chadd San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Apprentice • Counselor • Advisor • Student Worker • Sales Manager

Experience & Education

Work

Company:
Scottrade, inc
Branch stockbroker intern
Company:
Recover services group - Anaheim, CA
Merchandise consultant

Skills

Microsoft Office, Visual Basic, Visio, Object Oriented Programming, Public Speaking, Meaningful...
Full Profile

Ben Bresnahan San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative

Experience & Education

Position:
Branch Stock Broker at Scottrade Inc
Title:
Stock Broker
Location:
San Diego, California
Industry:
Financial Services
Work history:
Scottrade Inc Branch Stock Brokersince Jun 2010Bank of America/Merrill Lynch Registered Sales AssistantJul 2006 - Jan 2010
Skills:
Series 63, Series 7, Series 65, Investments, Portfolio Management, Wealth Management
Full Profile

Velda Knutson San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Trainer • Operations Manager

Experience & Education

Position:
Coach at Coast
Location:
Greater San Diego Area
Industry:
Sports
Work history:
Coast Coachsince Oct 2009TD Waterhouse Mutual Fund & Stock TraderMar 1994 - May 2001
Skills:
Coaching, Leadership Development, Staff Development, Mentoring, Counseling, Business Management
Full Profile

John Brown San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Security • Representative

Experience & Education

Work

Company:
T. s. a. & u.s - San Diego, CA
Federal officer u.s. department of homeland security
Company:
Charles schwab & co., inc - Phoenix, AZ
Stock broker - registered representative
Full Profile

Sepideh Ardebili San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Dental Assistant • Analyst • Analysts • Department Supervisor • Manager • Operations Manager

Experience & Education

Work

Company:
Parsian stock broker company
Stock broker analyst/ transactions admission and department supervisor
Full Profile

Sam Franco San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Stockbroker at Scottrade
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Scottrade Stockbroker
Full Profile

Peter T San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker

Experience & Education

Work

Company:
Scottrade, inc
Stockbroker
Company:
Scottrade, inc
Stockbroker intern and trainee
Full Profile

Kenny Adams San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Stockbroker at A. G. Edwards
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
A. G. Edwards Stockbroker
Full Profile

Bill Sayre San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Stock broker at Wedbush Morgan Securities
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Wedbush Morgan Securities Stock broker
Full Profile

Jorge Orihuela San Diego, CA

Professions & Specialties

Stock Broker • Trader • Day Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
The trading fraternity
Stock trader/day trader
Full Profile

Isaac R. San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manufacturing Laborer • Personal Secretary • Laborer • Secretary

Experience & Education

Work

Company:
Marchiness - San Diego, CA
General laborer
Company:
Barbra freeman - San Diego, CA
Stock broker personal assistant
Full Profile

Daniel Carlson San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Law Clerk • Judge • Judicial Law Clerk • Chief Executive

Experience & Education

Office:
Carlson Law Firm, APC
600 West Broadway, Suite 1550, San Diego, CA 92101
Phone:
(619) 544-9300 (Phone), (619) 234-0043 (Fax)
Specialties:
Business Litigation, Securities
ISLN:
900041066
Admitted:
1993, California and U.S. District Court, Central and Southern Districts of California
Biography:
Mr. Carlson has been helping his clients recover investment losses in front of FINRA (formerly the...
Full Profile

Gerry Burchard San Diego, CA

Professions & Specialties

Stock Broker • Buyers Agent • Capital Markets Professional • Financial Services Professional • Financial Services Sales 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, International Real Estate , Mortgage Planning
Work:
Willis Allen Real Estate
360 5Th Ave, San Diego, CA 92101
Experience:
34 years years
Licenses:
01916822 (Real Estate License. Stockbroker license)
Full Profile

Jim Lantry San Diego, CA

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • School Principal • School Administrator • Educational Manager • Political Consultant • Political Scientist • Lobbyist • Public Relations Professinal • Sales Manager • Founder • Founding Member • Operations Manager • Community Service Manager • Advisor • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Lawyers • Bachelor of Science • Government Administration Professional • Civil Servant

Experience & Education

Position:
Executive Director at First In Science PAC
Location:
Greater San Diego Area
Industry:
Government Relations
Work history:
First In Science PAC - San Diego, CaliforniaExecutive Directorsince Feb 2013California Legislative Advocates / Creative Legislative Solutions PrincipalJun 1986 - Feb 2013
Skills:
Non-profits, Public Speaking, Public Policy, Fundraising, Strategic Planning, Program Management,...
Stockbroker at Paine Webber/EF Hutton
Full Profile

Sean Mcdaniel San Diego, CA

Professions & Specialties

Mortgage Broker • Mortgage Specialist • Loan Officers • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Program Director • Operations Manager • Customer Service • Client Service Officer • Agent • Sales Representative • Bachelor of Arts • Wellness and Fitness • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Property Manager • Real Estate Manager

Experience & Education

Position:
Program Director at Jenny Craig
Title:
Experienced Sales Professional
Location:
Greater San Diego Area
Industry:
Internet
Work history:
Jenny Craig Program Directorsince Jan 2011JDP Mortgage Mortgage BrokerAug 2004 - Jan 2011
Stock Broker at E*TRADE Financial
Full Profile

Jp Ramirez San Diego, CA

Professions & Specialties

Marketing Consultant • SEO Specialist • Marketing Professional • Market Analyst • Market Research Analyst • Web Marketer • Advertising Sales Agent • Owner • Marketing Director • Sales Manager • Sales Director • Chief Executive • Marketing Manager • Sales Agent • Sales Representative • Web Designer • Website Developer • Certified Nurse Aide • Nurse • Nurse Practitioner • Counselor • Advisor • Government Service Executive • Government Administration Officer • Civil Servant • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner at Viterbi SEO Mgmt, Marketing Director at The Ramirez Firm, Owner at 4 Kings Bail Bonds,...
Title:
Internet Marketing Consultant
Location:
San Diego, California
Industry:
Management Consulting
Work history:
Viterbi SEO Mgmt - Greater San Diego AreaOwnersince Nov 2009The Ramirez Firm - RiversideMarketing Directorsince Jun 2010
Skills:
Web Design, Social Media, SEO, Sales Management, Marketing Strategy, Online Advertising, Marketing, ...
Full Profile

Shawn Wamstad San Diego, CA

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • School Principal • School Administrator • Educational Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Chief Executive • Master of Business Administration • Juris Doctor • Bachelor of Business Administration • Law Specialist • Of Counsel • Jurist • Lawyers • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Private Client Advisor at Bernstein Global Wealth Management
Title:
Private Client Advisor at Bernstein
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Bernstein Global Wealth Management - Greater San Diego AreaPrivate Client Advisorsince Mar 2011Covest Capital Partners - Greater San Diego AreaPrincipal & Chief Operating OfficerJan 2008 - Feb 2011
Skills:
Retirement Planning, Multi-generational wealth transfer, Investments, Investment Properties, Real...
Certifications:
Licensed Real Estate Broker, California Department of Real Estate
Licensed Attorney, State Bar of California
..who are frustrated with the typical stockbroker model protect and grow their money by..
Full Profile

Scott Willard San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Founder • Chief Executive • Founding Member • Claims Adjuster • Claims Investigator • Insurance Examining Clerk • Claims Examiner • Operations Manager • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • District Attorney • Lawyers

Experience & Education

Position:
President/Founder at Linx Financial, LLC
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Linx Financial, LLC - Greater San Diego AreaPresident/Foundersince Jan 2009Montana Claims Services - Bozeman, MTIndependant, Multiple Line Claims AdjusterAug 2008 - Oct 2012
Certifications:
Independent Adjuster, State of Montana
Independent Adjuster, State of Idaho
Full Profile

Tony Inkumsah San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Information Technology Specialist • IT Specialist

Experience & Education

Title:
Business Development
Location:
Greater San Diego Area
Industry:
Information Technology and Services
stockbroker at vFinance
Full Profile

Victoria Vaughn-schlarbaum San Diego, CA

Professions & Specialties

Loan Processor • Financial Adviser • Portfolio Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Loan Officer • Financial Specialist • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compliance Manager • Partner • Financial Manager • Underwriter • Counselor • Advisor • Bachelors Degree • Bachelor of Science • Master of Business Administration • Research Assistant • Researcher • Survey Researcher • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Service Marketing at Yes4Ya.Org, Executive Director at Yes4Ya.Org
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Yes4Ya.Org Financial Service Marketingsince Mar 2009Yes4Ya.Org Executive Directorsince Sep 2000
Skills:
Help to fmilies with Get Out Of Debt Loans and Credit Analysis service - and Simple Interest...
and been a stockbroker
Full Profile

Scott Soli San Diego, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Contractor • Owner • Manager • Sales Manager • Sales Director • Region Manager • Assistant Vice President • Chief Administrative Officer • District Manager • Marketing Manager • Operations Manager • Vice President • Supervisor • Advisor • Managers • Area Manager • Branch Manager • Internet Marketing Manager • Web Marketer • Field Marketing Specialist • Marketing Administrator • Human Resources Specialist • Recruitment

Experience & Education

Position:
President at Solico Financial Corp
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Solico Financial Corp - San Diego, CAPresidentsince Jan 2011Stock Trader Self employedJul 2005 - Jul 2011
Skills:
Selling, Forecasting, Small Business, Customer Retention, Lead Generation, B2B, Sales Management,...
Full Profile

Cheryl Stone San Diego, CA

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Customer Service • Client Service Officer • Counselor • Leader • Volunteer • Advisor • Managers • Non-Profit • Talent Agent • Sales Representative • Customer Relations • Nurse • Registered Nurse • Nurse Practitioner • Accounting Bookkeeper • Bookkeeper • Correspondent • Reporter

Experience & Education

Position:
Senior Healthcare Recruiter at Aya Healthcare
Title:
Senior Recruiter at Aya Healthcare
Location:
Greater San Diego Area
Industry:
Staffing and Recruiting
Work history:
Aya Healthcare - San DiegoSenior Healthcare Recruitersince Nov 2009The Rock Church - San DiegoWriters Leader (volunteer)Jun 2011 - Nov 2012
Skills:
Phone Sales, Healthcare Recruiting, Management and Development, Goal Setting, Customer...
Languages:
Mandarin, Cantonese, Spanish, French
Sales Administrator to Stock Broker at 2008 Girard Securities
Full Profile

Nathan Obermeyer San Diego, CA

Professions & Specialties

Financial Services Sales Agent • Capital Markets Professional • Security Specialist • Advisor • Security • Internet Security Specialist • Computer Software Professional • Computer Security Specialist • Security and Investigations Professional • IT Security • Software Developers • Chief Executive Officer • Owner • Corporate Executive • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Vice President • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Internet Security Specialist - Cannel Sales at Websense, CEO / Owner at Nu Garage & Epoxy
Title:
Network Security Specialist - Channel Sales at Websense
Location:
San Diego, California
Industry:
Computer Software
Work history:
Websense - Greater San Diego AreaInternet Security Specialist - Cannel Salessince Sep 2012Nu Garage & Epoxy - San Diego , CACEO / Ownersince 2008
Certifications:
Series 7 - Stockbroker Exam, FINRA
Series 65 - Uniform Investment Advisor Law Exam, FINRA
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