Top Financial Representatives in Greater Los Angeles Area
Marc A. Eli Swirsky
Financial Representative
Greater Los Angeles Area
Financial Representative
President
Vice President
President
President and Managing Partner
Managing Director
Vice President
Co-Founder
Vice President
Vice President
School Of Hard Knocks
Recommendations: 25
Life Insurance
Disability Insurance
Long Term Care Insurance
Health Insurance
Financial Planning
Investments
Mutual Funds
IRAs
m****[email protected]
Tim Meade
Director
Greater Los Angeles Area
Director
Senior Market Executive
Vice President
Vice President
Financial Representative
University of California, San Diego
Loyola High School
Recommendations: 24
Business Development
Selling
Cross-functional Team...
Sales
Strategy
Professional Services
Business Strategy
Entrepreneurship
t****[email protected]
Jack Chou
Senior Vice President
Greater Los Angeles Area
Senior Vice President
Financial Representative
VP of Development, Managing Partner
Practice Director
Director of Professional Services
University of California, San Diego
Recommendations: 21
Strategy
Insurance
Strategic Financial Planning
Financial Services
Retirement Planning
Recruiting
Fixed Annuities
Finance
j****[email protected]
Edwige Ligonde
Marketing Associate/Brand Coach
Greater Los Angeles Area
Marketing Associate/Brand Coach
Financial Representative
University of California, Los Angeles
Recommendations: 15
Employee Benefits
Insurance
Healthcare
Long Term Care
Long-term Care
Account Management
Risk Management
Sales
e****[email protected]
Jeff Krumholz
Sales Consultant, Major Market Services
Greater Los Angeles Area
Sales Consultant, Major Market Services
Financial Representative
Business Manager
Executive Sales Director
Director Purchasing
Purchasing & Operations Manager
IBM Prod Manager
Operations Specialist
Pepperdine University, The George L. Graziadio School of Business and Management
Santa Monica College
Birmingham
Recommendations: 15
Management
Leadership
Marketing
Sales
Budgets
Process Improvement
Time Management
Marketing Strategy
j****[email protected]
j****[email protected]
Alex Klein
Financial Representative
Greater Los Angeles Area
Financial Representative
Founder
Financial Representative - College Unit Captain
Principal
Principal
Northern Arizona University
Catalina Foothills Highschool
Recommendations: 14
Technical Recruiting
Investments
Networking
Management
Sales
Ruby
PHP
Python
a*****@nau.edu
Robert Gaitan
Principal Adjuster/CEO
Greater Los Angeles Area
Principal Adjuster/CEO
Estimator/Business Development
Property Field Representative
Field Property Claims Representative
Loan Specialist
Funder
Personal Financial Representative
Advertising Account Executive
California Polytechnic State University-San Luis Obispo
Recommendations: 11
Insurance
Property & Casualty Insurance
Property Damage
Customer Service
Budgets
Contract Negotiation
Negotiation
Financial Analysis
b****[email protected]
Charles Hamilton
Financial Representative
Greater Los Angeles Area
Financial Representative
Vice President, Media Services Sales
Director Of Sales
Sales Representative
Content Sales Manager
Senior Administrator - International Theatrical Marketing
Creative Advertising Administrator
Operations Manager / Scheduler
Manager, Quality Control & DRS Operator
Video Tape Operator, DRS Operator and Quality Control Technician
California State University-Long Beach
Video Symphony
Toastmasters
Recommendations: 10
Video
Digital Media
Post Production
Television
Content Strategy
Film
New Business Development
Entertainment
h****[email protected]
Christine Farmer
Associate Brand Manager
Greater Los Angeles Area
Associate Brand Manager
Coordinator of Marketing & PR, Americas
Coordinator
Senior Legal Administrator
Barista
District Office of Assemblymember Dave Jones - Constituent Contact and Intern
Public Policy Intern
Financial Representative Assistant
Recreation Leader - 4th R
Financial Consultant Assistant
University of California, Santa Cruz
Academy of Entertainment Technology at Santa Monica College
Recommendations: 8
Public Relations
Event Management
Community Management
Event Planning
Video Games
Brand Awareness
Research
Animation
t****[email protected]
Lisa Zollner
Marketing Consultant / Project Manager
Greater Los Angeles Area
Marketing Consultant / Project Manager
Marketing Team Leader
Brand Ambassador
Intern on the Digital Team
Associate Financial Representative
QA/QC Coordinator / Document Control Manager
3rd Manager
Internal Auditor / Customer Service Representative
Loyola Marymount University, College of Business Administration
University of San Diego
Recommendations: 7
Event Planning
Social Media
Word
PowerPoint
Excel
Marketing Strategy
Marketing Communications
Marketing Management
l****[email protected]
s****[email protected]
Jesse McKindley
Associate Financial Representative
Greater Los Angeles Area
Associate Financial Representative
Financial Representative
Vice President
California State University-Northridge
Agoura High School
Recommendations: 7
Samantha Lipton
Associate Account Manager
Greater Los Angeles Area
Associate Account Manager
Associate Agent & Recruiter
Associate Financial Representative
Director of Operations
Office Manager & Sales Associate
Executive Assistant, Sales
University of New Haven
Institute of Audio Research
Goddard College
Recommendations: 6
Sales
Finance
Insurance
Project Management
Retirement Planning
Outlook
Strategic Planning
Leadership
s****[email protected]
Robert Ornelas, CLTC
College Unit Director / Financial Representative
Greater Los Angeles Area
College Unit Director / Financial Representative
Member
Member
Member
Member
Board of Governors Member
Branch Manager, Long Beach Express Center
MSR I - MSR IV, Division Assistant of Branch Operations
Customer Service Representative
California State University-Fullerton
Cypress College
Fullerton College
Twentynine Palms High School
Recommendations: 5
Customer Service
Leadership
Team Building
Microsoft Excel
Wealth Management
Strategic Planning
Microsoft Office
Sales
r****[email protected]
James Haugsland
District Manager, Pacific Southwest
Greater Los Angeles Area
District Manager, Pacific Southwest
District Manager, Mountains
Branch Manager, Indianapolis
Manager, Global Sales and Business Development
Business Manager, Global Field Mobility
Manager, Global Maintenance Organization Development
Sales Manager
Financial Representative
INSEAD
Center for Creative Leadership
Columbia University - Columbia Business School
London Business School
University of Iowa
Recommendations: 3
Operations Management
Business Development
Leadership
Team Leadership
Business Process Re-engineering
Strategic Planning
Project Management
Direct Sales
Marc Myers, MBA
Vice President - Financial Consultant
Greater Los Angeles Area
Vice President - Financial Consultant
Ski/Snowboard Instructor
Associate Financial Consultant
Client Service Specialist
Financial Representative
Ski/Snowboard Instructor
University of La Verne
London School of Economics and Political Science
Cornell College
Recommendations: 3
m****[email protected]
Korey Bosworth
Owner
Greater Los Angeles Area
Owner
Financial Representative
Owner & President
Professional Football Player
Professional Football Player
Professional Football Player
UCLA
Recommendations: 2
Sports Marketing
Sports Management
Sports
Athletics
Sponsorship
Football
Determination
Logistics Management
k****[email protected]
Micah San Antonio
Senior Enterprise Solutions Engineer
Greater Los Angeles Area
Senior Enterprise Solutions Engineer
Principal Sales Engineer
Team Lead, Technical Sales
Senior Sales Engineer
Financial Representative
Technical Consultant/SE
Recommendations: 2
Web Application Firewall
Cloud Security
Streaming Media
Content Delivery
Technical Sales Presentations
Enterprise Software
Cloud Computing
SaaS
s****[email protected]
Paul J. Glass
Owner
Greater Los Angeles Area
Owner
Financial Representative
Shareholder
Estate Planning Specialist
University of California, Los Angeles - School of Law
University of Wisconsin-Madison
Recommendations: 2
Insurance
Estate Planning
Retirement Planning
Disability Insurance
Employee Benefits
Health Insurance
Long-term Care
Retirement
p*****@glassinsur.com
Shannon Ghlijkhani
Office Manager
Greater Los Angeles Area
Office Manager
Freelance Project Manager
Licensed Personal Banker
Sr Financial Representative
Office Manager
Office Manager
Department Manager
Assistant Store Mgr
University of Oklahoma
Recommendations: 2
Mortgage Lending
Loans
Banking
Credit
Refinance
Investments
Credit Analysis
Fixed Annuities
s****[email protected]
Jeff Bentcover
Business Consultant
Greater Los Angeles Area
Business Consultant
Equities Analyst
Associate
S&P Trading Consultant
Director of Corporate Relations
Delegate Acquisitions & Relations
Financial Representative
Wealth Management Associate
Business Sales Representative
DePaul University
University of Kansas
Recommendations: 2
Investments
Options
Sales
Finance
Trading
Securities
Negotiation
j****[email protected]
Ilian Roudev
Financial Analyst / Digital Ad Ops
Greater Los Angeles Area
Financial Analyst / Digital Ad Ops
Investment Analyst Intern
Technology Consultant
Financial Representative Intern
Student Ambassador
Team Member
University of Southern California - Marshall School of Business
El Camino College
San Pedro High School
Recommendations: 1
Leadership
Customer Service
Teamwork
Sales
PowerPoint
Microsoft Office
Microsoft Excel
Microsoft Word
i****[email protected]
Jaideep Chadha
Company Name
Crowe
Greater Los Angeles Area
Company Name
Crowe
Financial Representative
Investment Banking Intern
Audit Intern
Summer Analyst
University of Southern California - Marshall School of Business
The Shri Ram School Aravali
Recommendations: 1
Critical Thinking
Statistical Data...
Problem Solving
Online Research
Data Analysis
Microsoft Excel
Microsoft Word
PowerPoint
j****[email protected]
Michael Leyva
Product Marketing Manager, AR/VR Enterprise
Greater Los Angeles Area
Product Marketing Manager, AR/VR Enterprise
Product Marketing Manager, AR/VR Developer Marketing
Product Manager, Augmented Reality Solutions
Marketing Communications
District Sales Supervisor
Financial Representative
Associate Product Manager, New Ventures
Product Manager II, Augmented Reality Solutions
Retail Sales Representative
UCLA Anderson School of Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Recommendations: 1
Shopper Marketing
Customer Marketing
Customer Insight
Sales Management
Marketing
Sales Presentations
Account Management
Forecasting
m****[email protected]
Marshall Buckler
Financial Representative
Greater Los Angeles Area
Financial Representative
Accountant
Assistant Golf Professional
Assistant Golf Professional
University of Redlands
St. Paul Academy and Summit School
Spring Lake Park HS
Recommendations: 1
Customer Service
Microsoft Office
Risk Management
Accounting
Scheduling
m****[email protected]
Jelly Wu
Financial Representative
Greater Los Angeles Area
Financial Representative
Executive
Purchase Coordinator
Recommendations: 0
Advertising
Customer Service
Finance
Financial Services
Investments
Marketing
Marketing Research
Marketing Strategy
j****[email protected]
w****[email protected]
Dayne Crist
Vice President and Financial Advisor
Greater Los Angeles Area
Vice President and Financial Advisor
Financial Representative
Associate
Graduate Student
University of Notre Dame
University of Kansas
Recommendations: 0
Sports Management
Public Speaking
Sports
Sports Marketing
Leadership
Team Building
New Business Development
Strategic Planning
d****[email protected]
d****[email protected]
Thomas McCullough
Associate Director
Greater Los Angeles Area
Associate Director
Financial Representative
Consultant
Business Analyst
Contract Accounting/Audit Intern
Analyst Intern
Consulting Intern
University of Southern California - Marshall School of Business
Recommendations: 0
Management Consulting
Financial Modeling
Valuation
Due Diligence
Business Analysis
Mergers & Acquisitions
Finance
Microsoft Office
t****[email protected]
Philip Kuon
Small Business Specialist
Greater Los Angeles Area
Small Business Specialist
Personal Financial Representative
Senior Account Executive
Account Executive and Vendor Operations
University of California, Irvine
Recommendations: 0
Financial Analysis
Customer Relations
Financial Reporting
Credit
Contract Negotiations
Direct Sales
Customer Service
Account Management
p****[email protected]
p****[email protected]
Jonathan Elosseini
Operations Director
Greater Los Angeles Area
Operations Director
Regional Manager
Business Manager
Financial Representative Intern
Sales Manager
UCLA
Recommendations: 0
Sales Management
French
Microsoft Office
C++
Office Management
Mathematical Analysis
Spanish
Statistics
j****[email protected]
Rhea Jenkins
Account Executive
Greater Los Angeles Area
Account Executive
AR Billing Specialist
Financial Representative Intern
University of California, Santa Barbara
Recommendations: 0
MS Word
PowerPoint
Excel
Customer Service
Managerial Experience
Microsoft Excel
Sales
Accounting
r****[email protected]
Anna Kyupelyan
Product Marketing Associate, Communications
Greater Los Angeles Area
Product Marketing Associate, Communications
Senior Account Executive
Budget Analyst
Budget Coordinator
Financial Representative
Fundraiser
University of California, Los Angeles
Recommendations: 0
Financial Analysis
Credit
Budgets
Finance
Analysis
Risk Management
Financial Reporting
Banking
a*****@caluco.com
Kamaron Germany
Financial Representative
Greater Los Angeles Area
Financial Representative
Student
Ticket Office Associate
USC Marshall School of Business
University of Southern California
Recommendations: 0
PowerPoint
Microsoft Excel
Research
Microsoft Office
Public Speaking
Microsoft Word
Social Media
Event Planning
w****[email protected]
Adam Simon
Financial Representative
Greater Los Angeles Area
Financial Representative
Pitching Instructor
Paralegal
Intern- Finance Department
Varsity Pitching Coach
Scout
Professional Baseball Player
California State University-Long Beach
Sendai University
UCLA
San Diego State University-California State University
Bishop Amat High School
Recommendations: 0
Sports Management
Sports
Baseball Operations
Baseball
Sponsorship
Sports Marketing
Press Releases
Event Management
a****[email protected]
a*****@uriarte-wood.com
Sarah Arthur
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Paraplanner
Business Development Consultant
Development Manager
Leasing & Marketing Associate
Risk Technology Solutions Consultant
Financial Representative Intern
UCLA
Purdue University
Cathedral High School
Recommendations: 0
s****[email protected]
s****[email protected]
Armen Santourian
Senior Director, Software Development
Greater Los Angeles Area
Senior Director, Software Development
Senior Programmer / Analyst
Vice President & Chief Technology Officer
Vice President & Chief Technology Architect
Sr. Financial Representative
Senior Programmer / Analyst
California State University, Northridge
Recommendations: 0
Software Development
Enterprise Architecture
Software Project Management
Database Design
IT Strategy
Management
Mobile Applications
Web Services
a*****@isdeveloper.com
Matt Camuso
Associate Regional Consultant
Greater Los Angeles Area
Associate Regional Consultant
Intermediary Business Group- Internal Sales Associate
Associate-Derivative Operations
Senior Account Controller
Account Controller
College Financial Representative
Telecom Sector Leader
Teachers Assistant in Macroeconomics
University of New Hampshire
Central Catholic
Recommendations: 0
Financial Analysis
Bloomberg
Team Leadership
Customer Relations
Fixed Income
Derivative Operations
ETFs
Relationship Management
m****[email protected]
Rishi Bagrodia
Researcher
Greater Los Angeles Area
Researcher
Associate Consultant Intern
Senior Associate Consultant
Associate Consultant
Peer Tutor (Math 21a)
Researcher
Financial Representative
Consultant
Commercial Strategy and Operations Extern
Course Assistant (Math 1a/1b)
Harvard University
Harvard-Westlake High School
Recommendations: 0
Matlab
Data Analysis
Public Speaking
Tissue Culture
Python
Cell Culture
Statistics
Higher Education
b****[email protected]
Irene Lee
Sales Coordinator
Greater Los Angeles Area
Sales Coordinator
Financial Representative Intern
Sales Associate
University of California, Riverside
Osaka University
Arcadia High School
Recommendations: 0
Retail Marketing
Mandarin
Japanese
Customer Service
Microsoft Word
Microsoft Excel
Public Speaking
PowerPoint
i****[email protected]
Andrew Goei
Startup Consultant
Greater Los Angeles Area
Startup Consultant
Co-Founder
Product Mgmt, Marketing, Sales, Partnerships
Manager, Market Analytics
Co-Founder
Contract
Financial Representative
Financial Analyst
University of San Francisco
St. Francis High School
Recommendations: 0
Corporate Finance
Financial Analysis
Major Accounts
Product Management
Sales
Product Development
Entrepreneurship
Strategic Planning
a****[email protected]
Julia DeMarco
Finance Director
Greater Los Angeles Area
Finance Director
Designer
Owner
Finance Director
Finance Manager
Executive Assistant
Financial Representative
Recommendations: 0
PowerPoint
Financial Planning
Strategic Planning
Team Building
Social Media
Fundraising
Social Media Marketing
Account Management
d****[email protected]
Brikena Berisha
SAP Consultant- Application Lifecycle Management
Greater Los Angeles Area
SAP Consultant- Application Lifecycle Management
QA Consultant
Personal Financial Representative
Market Researcher Independent Consultant
Marketing and Financial Independent Consultant
Customer Service Assistant Manager
California State University-San Bernardino
California State University-San Bernardino
Business Start-Up Centre Kosovo
Chaffey College
Recommendations: 0
SAP Solution Manager
Test Management
Build & Test and Deploy
Solution Implementation & Upgrade
Business Blueprint
Automated Testing
Business Process Change Analyzer (BPCA)
SAP Automation Tools (TAO & QTP)
b****[email protected]
Ben Neyman
Customer Service Associate
Greater Los Angeles Area
Customer Service Associate
Social Media Manager
Unit Production Manager, Sound Engineer
Founder, Producer, Creator, Executive Producer, Animator, Editor, Director, Visual Effects Artist
Production Assistant
Machine Operator
Front/Equipment Desk Attendant
Video Production Consultant
Financial Representative
Office Of Admissions
Eagle Scout
John Paul the Great Catholic University
Western Washington University
Recommendations: 0
Public Speaking
Social Networking
Critical Thinking
Facebook
Customer Service
Event Planning
PowerPoint
Microsoft Excel
n****[email protected]
Danielle Thom
E-commerce Project Manager
Greater Los Angeles Area
E-commerce Project Manager
Merchandising Manager
Manager, Customer Service
Senior Financial Representative
University of California, Irvine
Recommendations: 0
E-commerce
Web Analytics
Retail
Email Marketing
Analytics
Social Media Marketing
Online Advertising
Digital Marketing
d****[email protected]
d****[email protected]
Benjamin Gregory
Vice President
Greater Los Angeles Area
Vice President
Company Name
Best Practices, LLC
Intern
Financial Representative
Intern
University of North Carolina at Chapel Hill
North Carolina State University
apex high
Recommendations: 0
Data Analysis
Market Research
Competitive Intelligence
Pharmaceutical Industry
Competitive Analysis
Research
Economics
Statistics
b****[email protected]
Shabi Jafri
Territory Manager
Greater Los Angeles Area
Territory Manager
Professional Sales Specialist
Retirement Service Specialist
Financial Representative
Area Manager
University of Arizona, Eller College of Management
Wayne State University
Recommendations: 0
Salesforce.com
Sales
Sales Management
Investments
Cold Calling
Management
Coaching
Account Management
j****[email protected]
Daniel Choi
Financial Representative, Managing Partner
Greater Los Angeles Area
Financial Representative, Managing Partner
Partner
P1 Field Vice President
Founder and CEO
University of California, Berkeley
Mills High School
Recommendations: 0
Investments
Insurance
Strategy
Financial Analysis
Portfolio Management
Strategic Planning
Leadership
Marketing
d****[email protected]
Brian Haydel
Vice President- Business Development Officer
Greater Los Angeles Area
Vice President- Business Development Officer
Business Development Officer
Business Consultant
Financial Representative (Intern)
Ad Sales Representative
California State University-Chico
Recommendations: 0
Sales
Customer Service
Credit
Salesforce.com
Finance
Account Management
Sales Management
Business Development
b****[email protected]
Peter Aziz
Vice President
Greater Los Angeles Area
Vice President
Sr. Mortgage Consultant
Licensed Personal Financial Representative
California State University-Northridge
Recommendations: 0
Asset Based Lending
Credit
Commercial Lending
Commercial Finance
Leveraged Finance
Mergers & Acquisitions
Cash Management
Real Estate
p****[email protected]
Kim Pham-Spósito
Media Coordinator
Greater Los Angeles Area
Media Coordinator
President
Teaching Assistant - College of Business
Director
Director
Financial and Accounting Manager/Marketing Manager/Customer Service Specialist
Financial Representative
Student Assistant/Activities and Immigration Intern - Office of Global Affairs
President
University of Central Oklahoma
University of Central Oklahoma
Carl Albert State College
Recommendations: 0
Event Planning
Leadership
Marketing
Public Speaking
Customer Service
Microsoft Office
Higher Education
PowerPoint
n****[email protected]
Jeffrey Morgenstein
Director of Client Success
Greater Los Angeles Area
Director of Client Success
Director of Solutions & Delivery
Salesforce Project Manager / Business Analyst / Product Owner
Salesforce Consultant / Analyst
Director of IT & Sales / Salesforce Administrator
Licensed Financial Representative
IT Manager & Assistant Controller
University of California, Los Angeles
Los Angeles Pierce College
Recommendations: 0
Salesforce.com
Certified Salesforce Administrator
Real Estate
Finance
Microsoft Office
Customer Service
Residential Mortgages
Objective-C
j****[email protected]
i*****@jbanksco.com
Kevin Monte
Actuarial Analyst
Greater Los Angeles Area
Actuarial Analyst
Financial Consultant
Financial Representative
Marketing Intern
Advertising Intern
Office Assistant
Intern
University of California, Los Angeles
Recommendations: 0
Retirement
Life Insurance
Strategic Financial Planning
Pensions
Marketing Strategy
Financial Analysis
Social Media
Financial Services
k****[email protected]
k****[email protected]
Dixie Yeck
Director of Recruiting and Selection
Greater Los Angeles Area
Director of Recruiting and Selection
Regional Convenience Store Specialist
Manager of Origination
Senior Registered Client Service Associate
Senior Registered Client Service Associate
Financial Representative
National Account Manager
University of Illinois at Urbana-Champaign
Universitat de Barcelona
High School
Recommendations: 0
Series 7
Series 63
Financial Services
National Accounts
Sales
Finance
Recruiting
Talent Acquisition
d*****@roadrunner.com
Ryan Logan, CFP®, ChFC®, CLU®, MDRT
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Financial Representative
Key Account and Project Manager
California State University-Long Beach - College of Business Administration
California State University-Long Beach - College of Business Administration
Investment Banking Institute
Durango High School
Recommendations: 0
Investments
Retirement Planning
Finance
Management
Series 7
Market Research
Business Development
Strategic Planning
m*****@ryanalexander.com
r****[email protected]
David Meshulam
Financial Representative
Greater Los Angeles Area
Financial Representative
Senior Partner
University of California, Los Angeles
Woodbury University
Recommendations: 0
Life Insurance Analysis
Succession Planning
Group Benefits
Employee Benefits
Disability Insurance
Long-term Care
Insurance
Health Insurance
d****[email protected]
Patrick CPA
Tax Senior Associate
Greater Los Angeles Area
Tax Senior Associate
Merger & Acquisition Intern
Tax Intern
Audit Senior Associate
Financial Representative
Accounting Manager
University of California, Los Angeles
Recommendations: 0
Financial Analysis
Financial Modeling
Investments
Accounting
Microsoft Excel
GoSystem
Tax Preparation
Hedge Funds
p****[email protected]
Tessa Whitley
Order Management Associate
Greater Los Angeles Area
Order Management Associate
Director of Finance
Global Finance and Investment Operations Summer Associate
Financial Representative
Sales Information Management Intern
Project Management Intern
USC Marshall School of Business
Recommendations: 0
Organization
Time Management
Salesforce.com
Microsoft Office
Microsoft Excel
Microsoft Word
PowerPoint
Finance
t****[email protected]
Philip Coan
CEO/Co-Founder
Greater Los Angeles Area
CEO/Co-Founder
Pricing Manager
Business Development Advisor/Co-Founder
Financial Analyst - Pricing & Client Profitability
Financial Representative Intern
Private Research Associate
Pepperdine University, The George L. Graziadio School of Business and Management
University of Denver
University of Otago
Recommendations: 0
Financial Analysis
Financial Modeling
Corporate Finance
Investments
Strategic Financial Planning
Strategic Planning
Customer Service
Budgets
Christopher Stellar
Financial Consultant
Greater Los Angeles Area
Financial Consultant
Financial Representative
Junior Prop Trader
Public Relations Intern
Cal Poly San Luis Obispo
Universitat Autònoma de Barcelona
Recommendations: 0
Fluent in Spanish
Day Trading
Financial Advisory
Risk Management
Wealth Accumulation
Retirement Solutions
Financial Planning
Insurance
c****[email protected]
Ivan Zarate, II
Director, Capital Markets - Loan Originator
Greater Los Angeles Area
Director, Capital Markets - Loan Originator
Associate - Loan Originator
Loan Originator
Loan Originator Analyst
Marketing Representative
Financial Representative
Resident Advisor
Real Estate Investment Intern
Real Estate Investment Intern
Finance Intern
Impact Team
Accounting Intern
Model
Impact Team
University of Southern California
Walnut High
Recommendations: 0
Market Research
Sales
Finance
Marketing
Investment Properties
Microsoft Office
Negotiation
Analysis
i****[email protected]
Harrison Yuan
Tax Accountant
Greater Los Angeles Area
Tax Accountant
Audit Staff
Staff Accountant
Financial Representative
University of California, Riverside
Rowland High School
Recommendations: 0
Finance
Mergers & Acquisitions
Sales
Financial Analysis
Portfolio Management
Accounting
Income Tax
Corporate Tax
h****[email protected]
Alfred J. Valencia
Financial Representative
Greater Los Angeles Area
Financial Representative
Recommendations: 0
v****[email protected]
Jesse Catalano
Financial Planning Specialist
Greater Los Angeles Area
Financial Planning Specialist
Financial Representative
Junior Research Associate
West Virginia University
CIMBA
Recommendations: 0
Investments
Finance
Financial Modeling
Public Speaking
Microsoft Excel
Leadership
Valuation
Financial Analysis
j****[email protected]
Anthony Duong
Financial Operations Analyst (Temporary)
Greater Los Angeles Area
Financial Operations Analyst (Temporary)
Planner (Temporary)
Analyst
Financial Planner
Financial Planner
Financial Representative
Operations Manager
UCLA Extension
Duke University
Stanford Continuing Studies
University of California, Irvine
Recommendations: 0
Microsoft Excel
Finance
Leadership
Management
Analysis
Project Management
Strategic Planning
Data Analysis
a****[email protected]
Peter Yacoob
Broker
Greater Los Angeles Area
Broker
Real Estate Broker
Corporate Officer
Loan Officer
Sales
Senior Personal Financial Representative
CALIFORNIA STATE UNIVERSITY
Recommendations: 0
Loans
Mortgage Lending
First Time Home Buyers
Sales
p****[email protected]
Cameron Whitley
Staff Accountant
Greater Los Angeles Area
Staff Accountant
Internet Marketing Specialist
College Financial Representative
Sales Associate
California State University-Channel Islands
College of the Sequoias
Recommendations: 0
c****[email protected]
Andrew Cavish
Contract Account Manager
Greater Los Angeles Area
Contract Account Manager
Business Career Foundation Program
Contracts, Estimating, and Pricing
Financial Representative
Founding Father, Vice President
President
CEO
Emerging Leaders Program
University of Southern California
Caltech
Cornell University
California State University-Fullerton - College of Business and Economics
Recommendations: 0
Analysis
Finance
Fixed Annuities
Investments
Financial Analysis
Retirement
Strategic Financial Planning
Financial Planning
d****[email protected]
Paul Launie
Direct Marketing Manager
Greater Los Angeles Area
Direct Marketing Manager
Financial Representative
Marketing Director/Managing Officer
Account Manager
Boston College
Recommendations: 0
p****[email protected]
Karen Dry, ChFC, CLU, CASL, CLTC
Financial Representative
Greater Los Angeles Area
Financial Representative
Financial Reprensentative
Women's Council Board of Trustees
President
Member, Diversity Working Task Force & Public Affairs Committees
Director, Marketing & Business Development
President
Marketing Director/Sales
Vice President
President
Marketing Communications
Marketing Assistant
University of California, San Diego
Recommendations: 0
Business Development
Business Planning
Selling
Marketing
Training
Small Business
Residential Homes
Strategic Planning
k*****@buildingbasics.net
Robert Glassenberg
Financial Representative
Greater Los Angeles Area
Financial Representative
Principal
VP Marketing/Sales
President
VP
SR VP Sales
University of Wisconsin-Madison
Recommendations: 0
Wealth Building and Protection
Building Financial Efficiencies and Balance
The Living Balance Sheet®
Post Production
Work Flow Solutions
High Definition
z****[email protected]
LaTasha Torres
Account Manager
Greater Los Angeles Area
Account Manager
Sales Manager/F&I Manager/Vehicle Specialist
Credit Administrator
Financial Representative
Credit Analyst / Account Manager / Loss Prevention Specialist
Recommendations: 0
Account Specialist
Account Management
Multi-Tasking
Time management
Sales Management
New Business Development
Customer Service
Team Building
l****[email protected]
Arian Boutehsaz
Financial Representative at Northwestern Mutual
Greater Los Angeles Area
Financial Representative at Northwestern Mutual
Manager
California State University-Northridge
California State University-Northridge
Recommendations: 0
Leadership
Management
Microsoft Excel
Microsoft Word
Microsoft Office
PowerPoint
Training
Process Improvement
a****[email protected]
a****[email protected]
Andres Romagosa
Senior Relationship Manager
Greater Los Angeles Area
Senior Relationship Manager
Relationship Manager
Business Banking Specialist
Licensed Personal Financial Representative
California State University-Long Beach
California State University-Long Beach
Recommendations: 0
Strategic Planning
Commercial Lending
Small Business Lending
Commercial Banking
Banking
Credit Analysis
Consumer Lending
Negotiation
a****[email protected]
a****[email protected]
Jonathan Barr
Financial Representative
Greater Los Angeles Area
Financial Representative
Senior Manager, Talent Operations
Senior Manager, Talent Acquisitions
Network Manager (Creator X)
Logger & Story Assistant
Media Sales Leader
Tutor & Teacher's Assistant
Receptionist & Tax Preparer Assistant
Intern & Receptionist
Loyola Marymount University
University of Miami
Recommendations: 0
Television
Marketing
Entertainment
Film Production
Sales
Social Media
Facebook
Microsoft Excel
j****[email protected]
Kevin Cablik
Managing Partner
Greater Los Angeles Area
Managing Partner
Owner
Financial Representative
Sales Manager
Vice President
Member
Member
Georgia Institute of Technology
Recommendations: 0
Sales and Negotiating
New Business Development
Sales Management
Sales Operations
Contract Negotiation
Negotiation
Business Development
Sales
k****[email protected]
Kyle Mahoney
Global Project Manager
Greater Los Angeles Area
Global Project Manager
MNC Market Segmentation Intern
Project Manager
Operations Analyst
Analyst
Financial Representative
Thunderbird School of Global Management
Loyola College in Maryland
University of International Business and Economics
Oratory Prep
International School of Basel
Recommendations: 0
PowerPoint
Research
Telephone Skills
Analysis
Process Improvement
Social Media
Management
Leadership
k****[email protected]
Rachel Hanson
Realtor
Greater Los Angeles Area
Realtor
Real Estate Agent
Real Estate Salesperson
Real Estate Salesperson
Guest Reservations Agent/Spa Supervisor
Financial Representative
California State University
Mount Carmel High School
Recommendations: 0
r****[email protected]
Laura Winn
Administrator
Greater Los Angeles Area
Administrator
Financial Representative Intern
University of California, Los Angeles
Recommendations: 0
Applied Mathematics
Result Oriented
New Challenges
Leadership
Team Building
Statistics
Time Management
Meet Deadlines
l****[email protected]
Alec Stroyeck
College Financial Representative
Greater Los Angeles Area
College Financial Representative
Front Desk Assistant
Server/Deliveries
Lifeguard
California Lutheran University
Thousand Oaks High School
Thousand Oaks High School
Recommendations: 0
Microsoft Word
PowerPoint
Microsoft Excel
Facebook
a****[email protected]
Taylor Glieden
Senior Financial Analyst
Greater Los Angeles Area
Senior Financial Analyst
Financial Analyst
Sales Supervisor
Financial Representative - Intern
University of California, Los Angeles
ULI Real Estate Finance II
Recommendations: 0
t****[email protected]
Gorjan Kovacevic
Owner
Greater Los Angeles Area
Owner
Brand Ambassador
Owner
Financial Representative
Tennis Professional
Assistant to Account Executive
Sales Person and Nutrition Counselor
Tennis Instructor and Camp Counselor
Philanthropic Volunteer
University of California, Riverside
University of California, Riverside
University of California, Santa Barbara
Recommendations: 0
Event Planning
Event Management
Public Relations
Public Speaking
Social Media
Customer Service
Word
PowerPoint
g****[email protected]
Blaine Prober
Summer Associate
Greater Los Angeles Area
Summer Associate
Law Clerk
Case Manager
Financial Representative Intern
Intern
Clerk
Loyola Law School, Los Angeles
University of Southern California
University of Michigan
Recommendations: 0
Marketing Strategy
Financial Analysis
Brand Management
Investments
Social Media Strategist
Microsoft Office
Microsoft Word
Microsoft Excel
b****[email protected]
Alma M.
Sr. Private Client Advisor, Vice President
Greater Los Angeles Area
Sr. Private Client Advisor, Vice President
Financial Representative at Thrivent Financial
American InterContinental University
University of Nevada-Las Vegas
Recommendations: 0
Investments
401(k) Rollovers
Licensed in Long-Term Care Insurance
Retirement Planning
Small Business
Succession Planning
Key person protection
Asset Protection
c****[email protected]
Jacxon Ryan
Customer Service Representative
Greater Los Angeles Area
Customer Service Representative
Financial Representative
Customer Service Manager
Front Desk/Operations Manager
Sales Counselor
House Manager
Team Supervisor
Training Sergeant
Customer Service Supervisor
University of California, Los Angeles
LACC
Theater Academy of Los Angeles
Recommendations: 0
Directing
Acting
Writing
Dance
Choreography
Astrology
Entertainment
Television
j****[email protected]
shantel taylor
Revenue Coordinator
Greater Los Angeles Area
Revenue Coordinator
Data Entry Clerk
Medical Biller/Data Entry Specialist
biller
data entry
Financial Representative
Hamilton high school
Recommendations: 0
t****[email protected]
Derek Watkins NMLS 424411
Mortgage Consultant
Greater Los Angeles Area
Mortgage Consultant
Emerging Leaders of Tomorrow -LAV
President
Lending Consultant
Home Loan Consultant
Loan Consultant
Senior Personal Financial Representative
Treasurer - SOCAP, Student Chapter, Cal State Northridge
California State University-Northridge
Recommendations: 0
Mortgage Lending
Sales
Real Estate
Financial Analysis
Strategic Planning
d****[email protected]
Paul C. Perez
Customer Account Manager
Greater Los Angeles Area
Customer Account Manager
Financial Representative
Ambassador
Intern
Student Services Coordinator
University of Arizona, Eller College of Management
University of Arizona, School of Theatre, Film & Television
Universitat Autònoma de Barcelona, International Business
CEA Global Education
Santa Rita High School
Recommendations: 0
Public Speaking
Variable Annuities
Permanent Life Insurance
Strategic Financial Planning
Series 63
Series 6
Customer Service
Sales Management
p****[email protected]
Tracy Haraksin
Financial Representative
Greater Los Angeles Area
Financial Representative
Executive Director
Recommendations: 0
Long-term Care
Non-profits
Public Speaking
Fundraising
Nonprofits
Small Business
Community Outreach
Strategic Leadership
t*****@picharity.org
Daniel Dow
Summer Associate
Greater Los Angeles Area
Summer Associate
Tax Preparer
Financial Representative
Drafter
Loyola Law School, Loyola Marymount University
California State Polytechnic University-Pomona
Recommendations: 0
Microsoft Excel
Microsoft Office
Microsoft Word
PowerPoint
Real Estate
Budgets
Outlook
Customer Service
d****[email protected]
Priya Ishwar
Assurance Staff Accountant
Greater Los Angeles Area
Assurance Staff Accountant
Assurance Intern
Financial Representative Intern
Intern
Indiana University - Kelley School of Business
Indiana University - Kelley School of Business
Universitat Pompeu Fabra
Recommendations: 0
Financial Analysis
Accounting
Financial Modeling
Financial Reporting
Financial Accounting
Microsoft Excel
Finance
Auditing
p****[email protected]
Angie Espinosa
Financial Representative
Greater Los Angeles Area
Financial Representative
Notary Public
California State University-Long Beach - College of Business Administration
Recommendations: 0
Business Planning
QuickBooks
Bookkeeping
Nonprofits
Microsoft Office
Microsoft Word
Customer Service
Microsoft Excel
a****[email protected]
Jose Rubio, CRPC®
Assistant Vice President-Financial Solutions Advisor
Greater Los Angeles Area
Assistant Vice President-Financial Solutions Advisor
Financial Advisor, Chase Investments a partof J.P.Morgan Securities LLC
Financial Service Specialist
Financial Representative
Export/Import Representative
San Diego State University-California State University
Tecnológico de Monterrey
Recommendations: 0
Retirement Planning
Mutual Funds
Series 63
Asset Allocation
Investment Advisory
Financial Advisory
Asset Management
Investment Strategies
j****[email protected]
Brent Rupnow, CLU®
Personal Financial Representative
Greater Los Angeles Area
Personal Financial Representative
Recommendations: 0
b****[email protected]
Steven Early
Client Support Specialist
Greater Los Angeles Area
Client Support Specialist
Associate Financial Representative
Financial Representative
Developer(trainer)/Bartender/Server
Loan Set-Up
California State Polytechnic University-Pomona
Recommendations: 0
Insurance
Marketing
Strategic Financial Planning
Microsoft Office
Investments
Financial Analysis
Mutual Funds
Budgets
e****[email protected]
Lindsey Grainger
Financial Representative
Greater Los Angeles Area
Financial Representative
Regional Director - Midwest Territory
Regional Director
Regional Marketing Associate
Regional Marketing Associate
Teller
Teller
Assistant to Real Estate Agent and Property Manager
San Diego State University-California State University
College of Business Administration
San Diego State University, California
Recommendations: 0
l****[email protected]
James Wu
Valuation Senior Associate - Financial Markets (formerly FSR)
Greater Los Angeles Area
Valuation Senior Associate - Financial Markets (formerly FSR)
Financial Analyst
International Internship Program (Sponsored by USC)
Financial Representative
University of Southern California
Recommendations: 0
Microsoft Office
Data Analysis
Solver
Operations
Team Leadership
Process Improvement
Project Coordination
Logistics
Kyle Pearson
Assistant Account Manager of Commercial Lines
Greater Los Angeles Area
Assistant Account Manager of Commercial Lines
Life Insurance Specialist
Inside Sales
Financial Representative
Chaminade
Recommendations: 0
Commercial Insurance
General Insurance
Life Insurance
Sales
Insurance
Property & Casualty Insurance
Umbrella Insurance
Health Insurance
Jeeyan Rostam-Abadi
EVP of Marketing
Greater Los Angeles Area
EVP of Marketing
Marketing Specialist
Media Buying Associate
Branding & Operations
Marketing Intern
VP of Marketing
Head Of Marketing
Financial Representative Intern
Media Buying Manager
Director of Media Buying
VP of Corporate Marketing
University of Illinois at Urbana-Champaign - College of Business
Recommendations: 0
Kelley Kunak
Medical Device Sales Representative
Greater Los Angeles Area
Medical Device Sales Representative
Financial Representative
Research Assistant
Dance Instructor
University of Southern California
Recommendations: 0
Biology
Microsoft Excel
Dance
Human Biology
Public Relations
Microsoft Office
Leadership
PowerPoint
Josh Picker
Intern
Greater Los Angeles Area
Intern
Research & Marketing Associate
Real Estate Agent
Risk Management Analyst / Intern
Business Development Analyst
College Financial Representative
Westside Estates Director
University of Colorado at Boulder
Enterprise Risk Management Academy
York Preparatory School
Recommendations: 0
Risk Management
Financial Risk
Finance
Economics
Valuation
Microsoft Excel
Initiative
Insurance
Paris Vaughn
Account Executive
Greater Los Angeles Area
Account Executive
Associate Account Executive
Central Billing Office Payment Processor
Senior Intern
Financial Representative
Buyer's Experience/Legal Team Intern
John Burroughs High School
University of North Carolina at Chapel Hill
Recommendations: 0
Public Speaking
Database Administration
Fundraising
Spanish
Interviewing Skills
Budget Monitoring
Interpersonal...
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