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Title |
Location - (Distance) |
Salary/Rate |
Date |
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Business Management Consultant |
Burlingame, CA US - ( mi.) |
$100K to $150K |
Jan 4 |
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| FINANCE EXECUTIVE / INSTRUCTOR Doctor of Business Administration (DBA) Experience teaching graduate finance, management strategy, marketing management and undergraduate marketing, and sales courses Held full P&L responsibility for three successful businesses Highly accomplished leader with record of success in both business and academic roles. Expertise in developing strategic plans to drive improvements to the bottom-line. Skilled instructor with background delivering Capstone courses. ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Post Graduate Degree |
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Financial Consultant or Investment Advisor |
Hayward, CA US - ( mi.) |
$30K to $50K |
Feb 5 |
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| OBJECTIVE To obtain a sales position within the financial planning industry that will utilize my experience in sales, account management, and client relations. PROFESSIONAL EXPERIENCE Empire Futures Group, San Jose, CA / – Present Commodities Futures Broker Sterling Capital Group, Inc., Beverly Hills, CA / – / Account Executive Sold new accounts and managed existing client relationships * Addressed inquiries of new and potential clients, organized marketing materials, developed ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Some College |
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Financial Advisor |
Walnut Creek, CA US - ( mi.) |
$40K to $100K |
Mar 1 |
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| SummaryProven success in sales and marketing, with an MBA and years of results. Experience at working as; a team leader, financial analyst, and a trainer with excellent people skills. ExperienceInvestment RepresentativeWorld Savings / Atlas Securities, Oakland, CA -· Sold specific mutual funds and Annuities to existing customers.· Prospected the general public for additions to the existing client base.Financial AdvisorAlamo Capital, Walnut Creek, CA -· ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Post Graduate Degree |
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Financial Advisor |
Foster City, CA US - ( mi.) |
+ bonus/commissions |
Jul 4 |
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| KIMBERLY ARDEN ALLMAN PO Box Foster City, CA .. PROFESSIONAL SUMMARY A career encompassing a variety of positions requiring strong analytical capabilities, polished communication skills, and project management experience. Demonstrated expertise in large corporate and small entrepreneurial environments. • Built a successful financial planning franchise providing comprehensive advice to individuals in the evaluation of overall financial position, ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Financial Advisor |
Novato, CA US - ( mi.) |
$80K to $100K |
May 28 |
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| Economics, Del Valle University, Cali, Colombia • Track record of building successful relationships with affluent investors • Self-motivated and self-disciplined • Phenomenal communication skills • Dynamic and extroverted sales presence • Highly competitive and goal-oriented Experience Financial Advisor /-/ Morgan Stanley - Napa, Santa Rosa, CA • Generate revenue through effective prospecting techniques. • Bring in new assets to the firm by using a highly professional consultative ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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financial advisor |
san francisco, CA US - ( mi.) |
$10K to $50K |
Sep 4 |
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| EDUCATION University of California, Los Angeles BA in Business Economics; Minors: Statistics, East Asian Language Graduation Date June Major GPA ./. Relevant Course Work: Micro and Macro Economics Theory, Econometrics, Corporate and Managerial Finance, Investment, Money and Banking, Accounting Principles, Financial & Managerial Accounting, Cost Accounting, Individual Tax Principals, Statistics Models in Finance, Regression and Data Analysis, Probability Statistics Professional ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Financial Advisor |
Pleasanton, CA US - ( mi.) |
$100K |
Dec 9 |
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| Stephen Ernest Mantzouris Mercato Ct, Pleasanton, CA -- home -- cell FOCUS Since , Mr. Mantzouris has helped both individuals and businesses with their investment, insurance, retirement & estate planning needs. A complete review of the client’s existing financial position will serve as a foundation for future analysis and plan recommendation. He then develops individual plans that succeed in todays hard to predict market. Steve places an ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Some College |
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Financial Advisor |
Walnut Creek, CA US - ( mi.) |
$50K to $250K |
May 18 |
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| KENNETH R. WILLIAMS Summary of Qualifications Twenty years of wealth management, brokerage, business development and project management in the financial services industry. • Top producer in sales and service to high net worth individuals. • Series , , , and , securities and State of California Life and LTC Agent licensed. • Expertise in investment management, estate, and financial planning. • Managed the San Francisco, East Bay, Silicon Valley, and Central Valley sales territories. • ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Financial Advisor |
Walnut Creek, CA US - ( mi.) |
$50K to $60K |
May 16 |
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| Financial Advisor – Global Wealth Management Group, Walnut Creek, CA Provide financial advisory to and gather assets from: high net worth individuals and company (k) plans. • Manages client portfolios to maximize return while maintaining appropriate levels of risk. • Provide advice and implement hedging strategies for high net worth clients with concentrated stock positions. • Researched, identified and won: two k plans each with over $ million in Assets Under Management. MERRILL LYNCH & ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Post Graduate Degree |
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Investment Advisor |
San Francisco, CA US - ( mi.) |
$120K to $250K |
Sep 29 |
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| Summary: Successful securities professional with years experience with a unique and diverse investment background: Separate Account Management, Exchanges, Regulation D Private Placements, Mutual Funds, individual Stocks, UIT’s, ETF’s, Annuities, Structured Products, Taxable and Tax-free bonds, CD’s, and Estate Planning. Significant experience with executive level presentations and securities sales to high net worth individuals, both domestic and international. FINRA licensees: , , in ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Post Graduate Degree |
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Personal Banker |
San Ramon, CA US - ( mi.) |
$40K to $60K |
Aug 11 |
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| Career Objective After passing the Bank of America personal banker assessment test, I am looking for the Personal Bank or similar position. Summary of Qualifications¡¤ Current candidate for the CFA designation. ¡¤ Hold Life & Fire insurance license and Securities & .¡¤ MS in Financial Analysis and MS in Computer Engineering. ¡¤ Established very good relationship with client.¡¤ Excellent technical marketing expertise as product manager expanding into global market. Extensive management ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Post Graduate Degree |
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financial advisor or financial analyist |
Emeryville, CA US - ( mi.) |
$60K |
Oct 7 |
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| OBJECTIVE To secure a position in a well established organization with a stable environment that will lead to a lasting relationship in the field of Finance. SUMMARY OF QUALIFICATIONS QuickBooks Knowledgeable Investment Strategies Strong Work Ethic and Reliable Effective Analytical Abilities Exceptional at Multi-tasking and Organization Microsoft Office Expert -Key Proficient Excellent Customer Service and Interpersonal Skills Multi-lingual (English, Hindi & Punjabi) Team Player and a Quick ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Post Graduate Degree |
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Personal Banker/ Finanical Advisor |
Moss Beach, CA US - ( mi.) |
$40K to $60K |
Mar 7 |
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| Angela Coats Avenue Portola, Apt P.O. Box El Granada, Ca. () - Objective Ideally I’m looking for a full time position involving computers, sales, office management, customer service, financial assistant, etc. I would preferably like a job position in a corporate environment, something that would allow room for growth or improvement, and might possibly help me prepare for a job in my future. My career goal is to become a ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Some College |
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financial services professional |
San Francisco, CA US - ( mi.) |
$80K to $250K |
Feb 10 |
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| OBJECTIVE: To secure, a challenging, career-oriented position in the financial industry which utilizes my consultative sales experienceQUALIFICATIONSMy economics background combined with my strong competitive drive, entrepreneurial spirit, proven track record of success, excellent interpersonal and communication skills, and integrity make me an excellent candidate for this position. In addition I already have an extensive network of financial industry executives in place. EDUCATION- ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Financial Anaylst, Financial Advisor, Personal Banker, Business Development, Business Analyst |
San Francisco, CA US - ( mi.) |
$30K to $50K |
Jul 19 |
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| Tin Doan Diaz Ave San Francisco, CA -- OBJECTIVE I wish to pursue an entry level career as a financial analyst or research position within a well established firm. I vision myself as an Associate within the next years by furthering my education with a MBA program from one of the top B-schools within years. SUMMARY • Extremely meticulous and achievement oriented. • Fluent in Vietnamese and + years of Chinese Mandarin. • Background in using ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Financial Analyst or Financial Associate |
Redwood Shores, CA US - ( mi.) |
$40K to $50K |
Jun 12 |
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| OBJECTIVE Seeking an entry level fulltime position as Financial Analyst or Financial Associate utilizing the education and experience in Finance, Real Estate, and Law. EDUCATION Bachelor of Science in Business Administration, Finance Major, California State University, Long Beach, CA. July (Cumulative GPA .) Lower Division Business and General Education Coursework, Cypress College, Cypress, CA Spring (GPA ., Deans list Fall ) Bachelor of Arts, New Delhi, India. June WORK ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Financial Advisor/Accounting |
Menlo Park, CA US - ( mi.) |
$40K to $50K |
Jan 22 |
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| College Experience Associate’s Degree from Foothill College in Los Altos, CA. for Business and currently I’m enrolled with Ashford University in Iowa to receive my BA for Accounting in . Employment Objective Seeking a position in which I can use my extensive customer service and Management skills to contribute to the success and growth of an employer. Solid record of performance – based promotions. Professional Experience / – Current Borders Group, Inc. Palo Alto, CA Merchandise Manager ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 2-Year College Degree |
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financial analyst, advisor |
Lafayette, CA US - ( mi.) |
$70K to $90K |
Apr 5 |
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| SUMMARY OF QUALIFICATIONS Strong negotiator – Partnering with vendor base to achieve departmental profit margin plans. Analytical skills- Building departmental level seasonal plans to achieve company target margin and turn goals. Running and interpreting report data (markdowns, style and classification selling) and getting customer feedback to make assortment decisions. Team player- Working with all types of personalities on the team to accomplish our shared financial goals. Strong work ethic & ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Senior Financial Advisor |
Union City, CA US - ( mi.) |
$80K to $120K |
Aug 17 |
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| SUMMARY Thirty years experience in financial and credit management. Expertise in structuring, approving and managing credit relationships as a banker, stockbroker and credit manager. A problem solver qualified to build relationships and successfully support internal and external customers. PROFESSIONAL EXPERIENCE University of Phoenix, San Jose CA Adjunct Faculty - to Present Responsible for teaching undergraduate finance classes. Arrow Electronics Inc, Santa Clara CA. Senior Financial ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Post Graduate Degree |
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Financial Advisor/Relationship Manager |
Lafayette, CA US - ( mi.) |
$60K to $100K |
Feb 19 |
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| Objective: To Obtain a position to enhance my career in Investment Services Career History: st United Services CU/CUSO Financial Services, L.P. Berkeley, CA / - Present Responsible for the Investment Services Program in the Berkeley, Oakland Courthouse, Jack London Square, and Alameda Branches. The program is a start up managed program with CUSO Financial Services, L.P.. Worked with branch staff to provide investment and insurance services to members. TD Ameritrade Walnut Creek, CA ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Full Service Financial Advisor II |
San Francisco, CA US - ( mi.) |
$60K to $120K |
Apr 12 |
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| Highlights of Qualifications„X Comprehensive knowledge of financial planning, wealth management, investment strategies, financial markets and fixed income, life insurance strategies and annuities. „X NASD series , and state life and health insurance licenses„X Able to provide outstanding service and unparalleled value by utilizing a comprehensive wealth management approach and delivering it in a highly personalized way„X Strong relationship building skills and ability to readily inspire the ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Financial Analyst, Administrative Assistant, Teller, Financial Advisor |
Hayward, CA US - ( mi.) |
$20K to $70K |
Jan 5 |
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| SUMMARY Creative, hardworking person with excellent customer service and sales skills, seeking a position to utilize my sales, computer, finance and clerical skills, within an organization offering growth and advancement. EXPERIENCE: Sales Associate Target, Nov -Present Dublin, CA • Assisted customers by sharing products knowledge. • Handled the cash register. • Answered phone calls. • Conducted merchandise recovery and display. • Marketing of the company’s credit card. Administrative ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Sales Agent/financial Analyst/broker/financial Advisor |
Alameda, CA US - ( mi.) |
$30K to $50K |
Sep 23 |
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| OBJECTIVE A career in the field of venture capital, investments, debt/equity analysis, and capital markets (i.e., financial derivatives, asset management, financial sales), in general, where I can use my research, analytical, organizational, and interpersonal people skills to excel and further penetrate existing capital markets and other financial sectors and or industries as a whole. SKILLS Computers: Portfolio Management programs such as AXYS, Qube, and Moxy. Research tools such as Factset, ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Financial |
San Francisco, CA US - ( mi.) |
$40K to $50K |
Oct 10 |
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| French and English Career goals • Work in project management, business administration, and finance Skills and professional qualities • Ability to work as a team in a multicultural and multi ethnic with sensitivity and respect for diversity , reliable, punctual and very responsible • The ability to develop and maintain good relationships with colleagues and partners • Has the strength to teamwork and interpersonal • Good interpersonal skills • professionalism and strong customer service skills ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Financial |
San Francisco, CA US - ( mi.) |
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Apr 17 |
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| Elizabeth M. Boyce P.O. Box , San Francisco CA - Career Objective: A Financial position in a progressive work environment. PROFESSIONAL EXPERIENCE CONTRACT POSITIONS Del Monte Foods (San Francisco CA) -current Senior Financial Analyst and Sales Finance Manager • Developed daily forecast reports and weekly volume reports for Sales Management that accurately reflected business performance and highlighted key issues for review. • Processed trade spend ROI ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Investment Advisor |
Alameda, CA US - ( mi.) |
plus commission |
Jul 30 |
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| MICHAEL N. SANTOS Bayview Drive Tel: () - Alameda, CA e-mail: stmike PROFILE Recognized expert who combines hands-on trading skill with proven leadership acumen. Expertise includes all phases of the hedge fund project lifecycle, process enhancement, strategic alliances, business relations, and portfolio strategy and execution. Dedicated to relationship building and business development that expands client base and strengthens competitive edge. EXPERIENCE GL ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Financial Analyat, Financial Associate |
Laguna Hills, CA US - ( mi.) |
$30K to $50K |
Mar 23 |
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| OBJECTIVESeeking an entry level fulltime permanent position utilizing the bachelors degree in Business Administration.EDUCATIONBachelor of Science in Business Administration, Finance Major, California State University, Long Beach, CA. July (GPA .)Lower Division Business and General Education Coursework, Cypress College, Cypress, CA Spring (GPA ., Deans list Fall )Bachelor of Arts, New Delhi, India. June WORK EXPERIENCESEP TO FEB Accounts Receivable Coordinator ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Marketing Director/ Financial advisor/associate/analyst |
Concord, CA US - ( mi.) |
$60K to $100K |
May 8 |
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| Sumaiya O. Islam Phone: -- Cell: -- E-mail: OBJECTIVE: To obtain a position in Marketing/Finance that utilizes my people, management and creative skills in a progressive company EDUCATION: California State University, East Bay in Hayward, CA June Bachelor of Science in Business, Concentration: Marketing Management LICENSES: California Life Insurance: Life Agent # OE NASD Series Uniform Securities Agent State Law Exam (AG) PROFESSIONAL ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Strategic Coach, Business Development, Recruiter, Financial Advisor |
Livermore, CA US - ( mi.) |
$100K |
Jul 18 |
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| Stephen Ernest Mantzouris Gamay Common, Livermore, CA -- home -- cell FOCUS Qualified Wealth Management Professional with extensive experience in Strategic Coaching, Business Development, Mergers and Acquisitions, Relationship Management, Leadership Training, and Recruiting. Proven track record in achieving and exceeding the organization’s objective, with demonstrated sales and marketing acumen. Currently recruiting for AIG Financial ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Some College |
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Controller CFO, Director of Fund Administration |
Walnut Creek, CA US - ( mi.) |
Looking at total opportunity flexible package |
Nov 13 |
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| Objective: Director of Fund Accounting and Administration in a financial services firm Summary: Strong, extensive leadership and analytical experience in the mutual fund/hedge fund industry with an outstanding track record as a team leader and a top performer. Strong current technical knowledge in all areas of fund accounting including administration and operations with a business minded bottom line view. Extensive hands-on expertise includes fund financial statement preparation and review, ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Finance |
San Mateo, CA US - ( mi.) |
$50K to $80K |
May 15 |
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| ¬¬¬¬¬¬¬¬¬¬¬¬¬¬FINANCIAL SERVICES PROFESSIONAL Over years of success serving high net worth clients at Union Bank and Citibank. Recognized for consistently ranking in Top % of all peers division wide. Proven expertise in building strong consumer/business client relationships that have produced strong loyalty and a high rate of referral business. A Licensed Banker, Financial Advisor, Lending/Credit expert, and Business development Specialist with superior interpersonal skills ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Post Graduate Degree |
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Personal Banker |
San Leandro, CA US - ( mi.) |
$50K |
Mar 15 |
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| PEGGY PI-YI HUANG OBJECTIVE: To secure an Account Manager-Personal Banker’s role where I can effectively utilize my clerical skills and investment and credit knowledge to deliver the best possible value to serve the company and clients . KEY QUALIFICATIONS Over years of providing high quality of customized services to clients regarding: retirement savings, education planning, tax/estate planning, mortgages, personal lending and wealth management. Attentive to the method and detail of process, ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Post Graduate Degree |
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Financial Analyst |
San Leandro, CA US - ( mi.) |
$40K to $50K |
Dec 20 |
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| EDUCATIONUniversity of California, Berkeley, Berkeley, CAB.S. degree: Applied Math (Finance)Expected date of graduation: December Recipient of Regent and Chancellor’s Scholarship, Goldwater Scholarship Mount San Antonio College, Walnut, CAHonor, President’s List, National Dean’s List - EXPERIENCE/ – / Shanghai Foreign Service Co., Ltd, Shanghai, ChinaSocial Insurance Intern• Provided editorial and word processing assistance to Financial Advisor Zhongfei Wang on ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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investor & advisor & manager |
burlingame, CA US - ( mi.) |
$70K to $120K |
Oct 26 |
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| Employment Objective: I am a French national, educated and trained in Toulouse, fluent in English, seeking a challenging position at a firm that has need of a multi-lingual person with international experience and expertise in banking, finance, consulting, and wealth management. Work Experience: Bank of America, San Francisco, CA September – Current Personal Banker, Bank officer Establish, develop, and retain long-term relationships with current and potential customers in the community. ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Global Client Services Advisor |
Brentwood, CA US - ( mi.) |
willing to accept high 30,K for jobs closer to home |
Apr 1 |
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| OBJECTIVETo work for a respected financial institution/company in which my skills can be fully utilized in problem solving and communication while improving the client’s experience.SUMMARY OF QUALIFICATIONSA self-motivated, ambitious professional with a high level of experience in the banking industry. Capable of working as part of a team as well as independently. Areas of expertise include:Bilingual in Spanish WPMFiling claims/Investigations Foreign ExchangeCustomer Service Problem ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Some College |
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Associate Wealth Advisor |
Lafayette, CA US - ( mi.) |
$80K to $120K |
Jun 7 |
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| book of business More than years’ experience as sell-side research analyst, years in wholesale and retail mortgage sales, and a life-time of community service. Excellent entrepreneurial, analytical, project management and client relationship management skills. Expertise and education in: ¬ ¬Selling & Marketing Strategically ¬Investment Finance & Portfolio Analysis ¬Earnings Analysis and Forecasting ¬Industry Analysis & Corporate Strategy ¬Financial Modeling & Projections ¬Advanced ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Post Graduate Degree |
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Finance |
Menlo Park, CA US - ( mi.) |
$60K to $100K |
Aug 11 |
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| Objective: to secure a client-facing securities broker position where I can contribute my experience and abilities in building outstanding financial relationships with our clients and business partners while increasing efficiency and revenue for the firm. Qualifications: FINRA Series , & , and Notary Public. With almost years professional experience in the bay area, and over a decade of working in client-facing positions, I am able to communicate professionally and effectively with a ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Some College |
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Analyst for a advisor with key skills to target |
Alameda, HI US - ( mi.) |
$30K |
Oct 20 |
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| USA Lloyd Raymond-Irlanda Wells + Mobile + Mobile Professional Experience: Personal Investor: From to present, I have invested my own capital in financial companies in Mutual Funds and Stocks with the basic Fundamental Knowledge for years, My Parents and by some Financial Advisors have taught me on how to invest capital in the markets through their previous experiences and through their brokers and the financial advisory ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Portfolio Manager, Investment Manager, Investment Advisor/Consultant |
San Francisco, CA US - ( mi.) |
$175K to $250K |
Sep 2 |
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| GREGORY A.J. LINDAE West Portal Avenue, # San Francisco, CA greg.lindae@saa-llc.net () - SENIOR EXECUTIVE PROFILE Track record of success in capital markets with sound investment recommendations in hedge funds, private equity, real estate, and structured transactions, delivering returns that both exceed relevant market indices and style peer groups. Intelligent and strategic executive with solid history managing portfolios, providing investment advice, and developing ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Post Graduate Degree |
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advisor/sales/401k/retirement |
Redwood City, CA US - ( mi.) |
$40K to $80K |
Nov 1 |
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| EMPLOYMENT HISTORY Bank of America, – Financial Consultant Established and maintained excellent report with clients, leading to a roughly % client transfer rate from previous employer Managed current client accounts and established new client accounts by providing consultation on (k) plans. Through excellent customer service and dedication, improved sales by % over previous year. Presented and sold financial products to business owners, executives and individuals. Aided clients ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Some College |
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Loan officer / personal banker |
Livermore, CA US - ( mi.) |
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Jun 16 |
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| CAROLYN THOMAS Firenza Court Mobile: ) - Livermore CA Residence: ) - Email: SUMMARY Energetic Senior Mortgage Loan Consultant with extensive experience in loan origination. Experienced in establishing successful relationships with real estate agents, title officers, appraisers and clients. Excellent record for introducing new ideas for marketing in house mortgage programs. Reputation for using creativity and drive to increase business. ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Senior Personal Banker |
San Leandro, CA US - ( mi.) |
$60K to $70K |
Oct 19 |
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| Summary With over years experience at the same credit union, I can be relied upon for my stability and dependability. Having worked my way through the ranks, I am cross trained in all areas ranging from member service to management. I have been recognized for my sales and service skills and am considered a “go to” person at my organization. Little guidance and managing are necessary. Experience Provident Credit Union, San Mateo, Ca to Present Assistant Branch Manager • Assist the branch ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Some College |
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Marketing Communications Director |
Foster City, CA US - ( mi.) |
$90K to $110K |
Nov 19 |
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| Leadership in Marketing Communications Highly professional achiever with unique blend of expertise in domestic and international marketing, print and on-line communications, field and office sales, and professional education. Experienced in investments, pharmaceuticals, medical equipment, computer equipment, and higher education. Team motivator/leader, mentor and coach, instilling entrepreneurial spirit and commitment. Superior project development and strategic planning skills. Polished ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Post Graduate Degree |
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financial analyst |
San Francisco, CA US - ( mi.) |
$30K to $60K |
May 13 |
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| Objective Seeking a position as a research analyst to develop experience in the field of finance. Academic Honors „XBA Finance ¡V Minor Theology „XSaint Ignatius Institute Honors Humanities Program - „XGPA in top % of my graduating class and major „XWest Coast Conference All-Academic Team and „XCum Laude Extracurricular Activities „XUniversity of San Francisco Men¡¦s Soccer - „XCaptain of the University of San Francisco Men¡¦s Soccer - „XUniversity of ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Financial Analyst |
Alameda, CA US - ( mi.) |
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Aug 6 |
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| Joseph K. Lochte--Curriculum Vitae OBJECTIVE: This is prepared to help evaluate my qualifications for employment. QUALIFICATIONS: In addition to the education and experience described below, please consider the following: A. International Tax Experience . September, -June, : U.S. Treasury Department tax advisor/resident chief in the Republic of Bulgaria. . August, : U.S. Treasury tax advisor to the Republic of Nicaragua. . March, : Third assignment as tax advisor to the ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | |
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Financial Analyst |
SAN MATEO, CA US - ( mi.) |
$50K to $70K |
Nov 20 |
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| n opportunity to contribute my knowledge in business in conjunction with my financial, analytical, computer and customer service skills in a challenging and responsible position with continued growth potentialWork History:Stanford Investment Group, IncMountain View, CA/ - PresentTitle: Portfolio AdministratorDescription:Axys Administration: Set-up new portfolios, define securities, reconcile account balances with Schwab, daily download of electronic data, post transactions, and run daily ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Post Graduate Degree |
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Chief Financial Officer |
Mill Valley, CA US - ( mi.) |
plus bonus and equity participation |
Sep 3 |
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| DAVID CURTIS .. Reed Circle Mill Valley, CA Finance Executive and C-level Business Partner with proven success in transforming US/international organizations to support senior-level decision making, record growth/profitability and a competitive edge. Quick study with track record across industries. Corporate Finance/Controls • Change/Turnaround Management • Strategy & Tactical Execution • Investor Relations • IPOs • M&A Strategic Thinker represents ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Post Graduate Degree |
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Financial Analyst |
Castro Valley, CA US - ( mi.) |
$20K to $40K |
Oct 28 |
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| Objective: Seeking a position that will utilize my educational background with my interpersonal skills. Summary: A highly dependable and detail-oriented individual that wants to succeed in all future business endeavors. Excellent interpersonal and communication skills allows me to independently as well as in a team environment. Education: University of California, Davis, graduated September, Bachelor of Arts, Economics Minor in Managerial Economics Course Work: Econometrics Intermediate ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Financial Analyst |
Belmont, CA US - ( mi.) |
$30K to $50K |
Apr 15 |
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| EDUCATION University at Albany, State University of New York Bachelor of Science, Business Administration May Concentration: Financial Analysis Minor: Economics Cum Laude Cumulative GPA: . Dean’s List of Distinguished Students EXPERIENCE Morgan Stanley, Intern Edison, NJ May -August Gained valuable experience working in a professional environment alongside financial advisors while interning for the branch’s Senior Vice President Developed marketing strategies cooperatively with ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | 4-Year College Degree |
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Financial Services |
Walnut Creek, CA US - ( mi.) |
$60K to $80K |
Jan 21 |
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| Cell SUMMARY Highly knowledgeable problem solver specializing in back office processing and trade support. Advanced proficiency with PORTIA, SEI, Bloomberg and other platforms. Previous experience with Advent/AXYS, OAYSIS, and ADP. Solid understanding of securities products, mutual fund accounting, and portfolio management. Background includes retail and institutional environments, investment management, registered investment advisors and full service brokerage. PROFESSIONAL EXPERIENCE HighMark ... More |
| Career Focus: | VALUE NOT FOUND |
Education Level: | Some College |
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