Top Client Associates in Greater San Diego Area
Niki Chalfant
Operations Officer
Greater San Diego Area
Operations Officer
Business Operations Manager
Finance Officer
Financial Analyst
Registered Client Associate
Client Service Associate
Westmont College
Recommendations: 5
Financial Analysis
Portfolio Management
Forecasting
Strategic Financial Planning
Investments
Microsoft Excel
Pivot Tables
VPN
n****[email protected]
Matthew Van Meeteren
Assistant Vice President, Financial Solutions Advisor
Greater San Diego Area
Assistant Vice President, Financial Solutions Advisor
Registered Client Associate
Financial Analyst, Intern
Academic Intern
Caddy, Bag Staff and Valet
Lab Specialist
Customer Associate
Grand Valley State University
Holland Christian High School
Recommendations: 0
Leadership
Financial Analysis
Finance
Customer Service
Time Management
Microsoft Office
Wealth Management
Management
v****[email protected]
Brock Ramaglia
Tax Associate
Greater San Diego Area
Tax Associate
Client Associate
Federal Tax Associate
Accounting Assistant
Federal Tax Intern
Vice President Of Finance
Manager
Leader/Tutor
Arizona State University, W. P. Carey School of Business
Arizona State University, W. P. Carey School of Business
Recommendations: 0
Accounting
Tax
Financial Accounting
Customer Service
Microsoft Excel
Microsoft Office
Event Planning
Financial Statements
b****[email protected]
Stephanie Dressler
Vice President, Public Relations & Digital Strategy
Greater San Diego Area
Vice President, Public Relations & Digital Strategy
Director
Account Supervisor
Master's Degree Student at NYU ,Treasurer PR League, and Vice President PRSSA NYU Chapter
Senior Associate
Intern
Private Client Associate
Sales Assistant
New York University
University of California, Los Angeles
University of Central Florida
Niskayuna
Recommendations: 0
Media Relations
Investor Relations
Public Relations
Financial Communications
New Business Development
Crisis Communications
Strategic Communications
Reputation Management
s****[email protected]
Hunter Alzate
Graduate Teaching Assistant
Greater San Diego Area
Graduate Teaching Assistant
Software Engineer Intern
Cosechador
Client Associate
Instructor Aide
Statistical R Programmer
Media/PR Intern
University of California, San Diego
UC Berkeley
MiraCosta College
coursera
coursera
coursera
coursera
Recommendations: 0
Mathematics
Statistics
Probability
Statistical Computing
Teaching
Spanish
Algorithms
Tutoring
h****[email protected]
Sarah Weber
Staff Attorney
Greater San Diego Area
Staff Attorney
Co-Chair
Associate Attorney
Senior Associate Attorney
Law Clerk
Extern to the Hon. Judith McConnel, Presiding Justice
Summar Associate
Intern
Intern
Registered Client Associate
Electronic Communications/Registered Representative
University of San Diego School of Law
Northern Arizona University
Recommendations: 0
Courts
Trials
Business Litigation
Pleadings
Competition Law
Business Transactions
Strategy
Commercial Litigation
p****[email protected]
Paul Ordonez
Senior Retirement Counselor
Greater San Diego Area
Senior Retirement Counselor
Account Representative/Specialist
Client Associate
University of San Diego
University of San Diego
Universidad Iberoamericana Tijuana
University of San Diego High School
Recommendations: 0
Management
Retirement Planning
Series 7
Sales
401k
Portfolio Management
Asset Allocation
Financial Advisory
p****[email protected]
Aleese Peterson-Cotton
Vice President, Private Client Associate
Greater San Diego Area
Vice President, Private Client Associate
University of Phoenix
Humboldt State University
Recommendations: 0
Loans
Risk Management
Retail Banking
Credit
Wealth Management
Private Banking
Investment Management
Sales Management
a****[email protected]
Jacquelyn Reilly Mulford
Senior Registered Client Associate
Greater San Diego Area
Senior Registered Client Associate
Registered Financial Analyst
Client Associate
Sales Manager
California State University-Chico
California State University
Recommendations: 0
Investments
Mutual Funds
Portfolio Management
Wealth Management
j****[email protected]
David M. Storch, MBA
Traveling
Greater San Diego Area
Traveling
Lead Analyst, Financial Operations
Senior Analyst, Sales Operations
Analyst, Sales Operations
Customer Service Representative
Client Associate Intern
Area Marketing Coordinator & English Language Instructor
Pace University - Lubin School of Business
SUNY Oswego
Recommendations: 0
Salesforce.com
SPSS
Customer Service
Market Research
Teamwork
Follow Through
Positive Energy
Leadership
d****[email protected]
d****[email protected]
Christopher Rener
Senior Client Associate
Greater San Diego Area
Senior Client Associate
JPMorgan Chase Bank N.A
Financial Advisor
Financial Advisor
Financial Advisor
Columbia University in the City of New York
Recommendations: 0
Investments
Portfolio Management
Strategic Financial Planning
Finance
Financial Services
Financial Planning
Private Equity
Project Finance
c****[email protected]
Garrett Barthelmes
Registered Client Associate
Greater San Diego Area
Registered Client Associate
Senior Commercial Account Manager
Financial Advisor
Physical Therapist Technician
Corporate Fitness Assistant Manager (internship)
Fitness Center Team Leader
Brigham Young University - Idaho
Recommendations: 0
Leadership
Customer Service
Marketing
Management
Decision Making
Team Building
Banking
Retirement Planning
g****[email protected]
