Top Client Associates in Greater Los Angeles Area
Linda Hsu
Marketing Director
Greater Los Angeles Area
Marketing Director
Senior Associate
Marketing
Client Associate
Global Wealth Management Intern
Public Relations Intern
University of California, Los Angeles
University of Sussex
Recommendations: 4
Data Analysis
Mutual Funds
Marketing
Valuation
Asset Management
Research
Investments
Public Speaking
l****[email protected]
Rick Eastland
Managing Partner
Greater Los Angeles Area
Managing Partner
Founding Member, Chief Financial Officer and Director
Chief Financial Officer
Senior Analyst
Research Analyst
Research Associate
Research Associate
Operations Specialist
Client Associate
Financial Counselor
University of Southern California - Marshall School of Business
Trinity College-Hartford
St. Paul's School
Recommendations: 2
e****[email protected]
Maja Milovic
Senior Private Client Associate
Greater Los Angeles Area
Senior Private Client Associate
Private Banker
University of Belgrade
National University
Recommendations: 0
Banking
Loans
Credit
Retail Banking
Investments
Portfolio Management
Financial Analysis
Finance
m****[email protected]
s****[email protected]
Nancy Rodriguez Chin
Senior Wealth Strategy Associate
Greater Los Angeles Area
Senior Wealth Strategy Associate
Client Services Assistant
Registered Client Associate
University of California, Los Angeles - The Anderson School of Management
University of Southern California
Recommendations: 0
n****[email protected]
n****[email protected]
Matthew Steger
Private Client Associate
Greater Los Angeles Area
Private Client Associate
Vice President, Strategy and Finance
Artist Development
Senior Private Client Associate
Chicago Market Development
Government Markets Intern
Global Corporate Treasury
Manager, Label Commercial Partnerships
Business Analyst
Northwestern University - Kellogg School of Management
Northwestern University
Recommendations: 0
Excel
PowerPoint
Word
Research
Microsoft Office
SAP
Financial Analysis
Microsoft Word
m****[email protected]
Adam Risch
Digital Ad Operations Associate
Greater Los Angeles Area
Digital Ad Operations Associate
Contractor
Client Associate
Marketing Specialist
Indiana University Bloomington
Recommendations: 0
Banking
Customer Service
Finance
Financial Analysis
Leadership
Microsoft Office
Social Media
Sales
a****[email protected]
Yuki Falcon
Team Financial Advisor & Registered Client Associate
Greater Los Angeles Area
Team Financial Advisor & Registered Client Associate
Software Engineer
Financial Services Representative
Software Engineer
Backend Software Engineer
University of Nevada-Las Vegas
Hackbright Academy
Recommendations: 0
y****[email protected]
Sean Canel
Client Associate - Commercial Term Lending
Greater Los Angeles Area
Client Associate - Commercial Term Lending
Analyst
Asset Manager
Associate, Member of the National Multi-Housing Group
Mortgage Bankers Association – Multifamily Property Inspection Certification
California Real Estate Brokers Licence
University of California, San Diego
Crespi Carmelite High School
Recommendations: 0
Investment Properties
Investments
Commercial Real Estate
Financial Analysis
Disposition
Investors
Sales
Marketing
s****[email protected]
Cole Barris
Financial Analyst
Greater Los Angeles Area
Financial Analyst
Registered Private Wealth Associate
Client Associate
Intern
Boston University
Boston University Questrom School of Business
Recommendations: 0
Microsoft Excel
Public Relations
Microsoft Office
PowerPoint
Microsoft Word
Facebook
Research
Customer Service
c****[email protected]
c****[email protected]
Calvin Liu
Front End Developer
Greater Los Angeles Area
Front End Developer
Full Stack Developer
Senior Client Associate
General Assembly
University of California, Riverside
Recommendations: 0
CSS
PostgreSQL
JavaScript
MongoDB
Ruby
Git
Ruby on Rails
Node.js
c****[email protected]
Leah Thomson Snell, CFP®
Partner, Vice President
Greater Los Angeles Area
Partner, Vice President
Financial Advisor
Senior Registered Client Associate
University of California, Los Angeles
Study Abroad via Pasadena City College
Los Angeles county high school for the arts
Pasadena High School
Recommendations: 0
Strategic Financial Planning
Asset Allocation
Retirement Planning
Financial Planning
Retirement Income Planning
l****[email protected]
Andrew Kim
Wealth Management Relationship Manager
Greater Los Angeles Area
Wealth Management Relationship Manager
Finance Program Manager
Private Client Associate
Client Officer
Officer
National Presidential Scholar
Cornell University
University of California, Los Angeles
Recommendations: 0
Risk Management
Management
Financial Services
Asset Management
Fixed Income
Financial Planning
Microsoft Excel
Leadership
a****[email protected]
Joshua CFA
Company Name
CapitalSpring
Greater Los Angeles Area
Company Name
CapitalSpring
Summer/Winter Analyst
Client Associate Intern
New York University
OPHS
Recommendations: 0
j****[email protected]
Christin McClung
Registered Client Associate
Greater Los Angeles Area
Registered Client Associate
Financial Consultant
Community Outreach Coordinator
Recommendations: 0
c****[email protected]
Devon Deter
Executive Assistant to the Chief Creative Officer
Greater Los Angeles Area
Executive Assistant to the Chief Creative Officer
Executive Assistant to SVP, People
Manager, Office Administration
Dealer Development
Inside Sales
Operations/Brand Liaison
Financial Analyst
Registered Client Associate
Finance Document Manager
Special Equity Transaction Intern
University of California, Santa Barbara
University of California, Santa Barbara
Recommendations: 0
Bloomberg
Financial Analysis
Series 7
Equities
Finance
Marketing
Investments
Asset Management
d****[email protected]
Erica Ghotra
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Registered Client Associate
Financial Advisor
Account Executive
Lab Director
Tufts University
Long Beach Polytechnic High School
Recommendations: 0
Series 7
Wealth Management
Investments
Portfolio Management
Retirement Planning
Financial Services
Financial Planning
Equities
e****[email protected]
Tony Lahoud
Client Associate - commercial term lending
Greater Los Angeles Area
Client Associate - commercial term lending
Asset Manager
Asset Manager
Asset Manager
Commercial Real Estate Analyst
Licensed Real Estate Broker
Personal Banker
California State University-Northridge
Chaminade
Recommendations: 0
Credit
Credit Analysis
Financial Modeling
Portfolio Management
Banking
Valuation
Real Estate
Commercial Banking
t****[email protected]
Travis Lester
President and Owner
Greater Los Angeles Area
President and Owner
Owner
Account Manager
Client Associate
Fundraising Coordinator
Pittsburg State University
Pittsburg State University
Recommendations: 0
Marketing
t****[email protected]
Tanja Bucur
Registered Client Associate
Greater Los Angeles Area
Registered Client Associate
Design+Business Strategy
Marketing & Business Manager
Marketing Consultant
Creator/Owner/Designer
Customer Relations Manager
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
California State University-Long Beach
Recommendations: 0
Business Management
Advertising
Marketing
Marketing Strategy
Sales
Brand Development
Leadership
Management
t****[email protected]
Celia Evereklian, CFP®
Associate Financial Advisor, CFP®
Greater Los Angeles Area
Associate Financial Advisor, CFP®
Registered Client Associate
College for Financial Planning
University of Maryland College Park
Recommendations: 0
c****[email protected]
Leslie Kahlenberg
Senior Registered Client Associate
Greater Los Angeles Area
Senior Registered Client Associate
Senior Associate
California State University-Northridge
Recommendations: 0
Series 7
Series 63
Series 65
Wealth Management
Investments
Mutual Funds
Equities
Licensed Life Insurance Agent
l****[email protected]
Breann Mullaly Young
Registered Senior Client Associate
Greater Los Angeles Area
Registered Senior Client Associate
Recommendations: 0
y****[email protected]
Monica Makonnen
Private Client Associate
Greater Los Angeles Area
Private Client Associate
California State University-Dominguez Hills
Recommendations: 0
Portfolio Management
Wealth Management
Asset Allocation
Banking
Commercial Banking
Credit
Credit Analysis
Loans
p****[email protected]
Gregory L. Johnson
Founder/Owner
Greater Los Angeles Area
Founder/Owner
Business Relationship Manager
Director of Leadership & Development
Senior L.E.A.D. Coordinator
Education Pioneers Fellow
Legal Intern
Legal Intern
Site Coordinator
Access Granted Tutor
Customer Service Representative (Shift Leader)
Intern
Client Associate Intern
Howard University School of Law
University of California, Los Angeles
Recommendations: 0
Community Outreach
Public Speaking
Research
Program Management
Nonprofits
Policy Analysis
Higher Education
Public Policy
m****[email protected]
Elizabeth L. Zimmer
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Client Associate
Actress
Customer Service
University of Southern California
Recommendations: 0
Series 7
Wealth Management
Personal Finance
Financial Advisory
Securities
e****[email protected]
Kieanitria Paschal
Project Manager
Greater Los Angeles Area
Project Manager
Department Coordinator
Executive Assistant
Portfolio Administrator
Client Associate
Editorial Assistant
California State University-Los Angeles
Recommendations: 0
Building Relationships
Recruiting
Project Management
Event Planning
Bringing out the best in people
Highly resourceful
Creative Solutions
k****[email protected]
Terrill Smith
Assistant Vice President, Financial Solutions Advisor
Greater Los Angeles Area
Assistant Vice President, Financial Solutions Advisor
Investment Management Associate
Registered Client Associate
Securities Operations Specialist
Registered Personal Banker
Financial Advisor
Production Operator
Field Sales Leader
California State University-Long Beach
Recommendations: 0
Microsoft Office
Management
Microsoft Excel
Microsoft Word
Research
PowerPoint
Sales
Leadership
e****[email protected]
Beth Rich Wood, AAMS ®
Stay At Home Mom
Greater Los Angeles Area
Stay At Home Mom
Senior Registered Client Associate, Assistant Vice President
Registered Client Associate
Account Administrator
Operations Specialist
Recommendations: 0
b****[email protected]
Azin Jarrett
Registered Client Associate
Greater Los Angeles Area
Registered Client Associate
Registered Client Associate
Financial Services Representative
Private Client Banker
Licensed Personal Banker
Client Service Professional
Senior Teller
California State University-Bakersfield
Makeup Forever Academy-Paris, France
Recommendations: 0
Financial Services
Sales
Investment Banking
Retail Banking
Private Banking
Branch Banking
Customer Acquisition
Building Relationships
o****[email protected]
Jerome Goodwin
Client Associate Global Document Outsourcing USC Account Team
Greater Los Angeles Area
Client Associate Global Document Outsourcing USC Account Team
Client Service Associate
Recommendations: 0
Printers
Computer Hardware
Technical Support
Active Directory
Troubleshooting
Software Installation
Windows XP
Hardware
g****[email protected]
Pablo Orrantia
Ad Operations Manager
Greater Los Angeles Area
Ad Operations Manager
Co-Owner / Co-Founder
Seasonal Client Associate
VP of Publicity for Pepperdine's InterClub Council
Intern
Public Relations Internship
Pepperdine University
Cathedral High School
Recommendations: 0
Social Media
Microsoft Office
Photoshop
PowerPoint
Microsoft Excel
Microsoft Word
Facebook
Customer Service
