Top Financial Associates in Greater San Diego Area
Edward Lowndes
Financial Administrator, Data Control Group
Greater San Diego Area
Financial Administrator, Data Control Group
Financial Associate, Fixed Income Group
Chief Operating Officer
Manager, Account Maintenance
Operations Manager
Director of Operations
Marine Engineer
Manager, New Accounts
Relationship Manager
SMA Portfolio Analyst
Compliance Analyst
Operations and Trading
United States Merchant Marine Academy
Recommendations: 0
Access
Asset Management
Asset Managment
Bonds
Equities
Finance
Financial Analysis
Fixed Income
e****[email protected]
Mick Baca
Owner
Greater San Diego Area
Owner
Summits Director
Financial Associate
San Diego State University-California State University
Recommendations: 0
d****[email protected]
Atifa Ahadi
Director of Branch Operations
Greater San Diego Area
Director of Branch Operations
Branch Manager
Branch Manager
Branch Manager
Assistant Branch Manager
District Operations Specialist
Customer Service Manager
Financial Associate
Personal Banker
California State University San Marcos
Recommendations: 0
Sales Operations
Risk Management
Performance Management
Customer Service
Consumer Lending
Banking
Loans
Retail Banking
a****[email protected]
Chris Tharp
Financial Advisor
Greater San Diego Area
Financial Advisor
Co-Founder/Owner
Financial Associate
Arizona State University
Recommendations: 0
c****[email protected]
Ian Tinker
Founding Partner | Wealth Advisor
Greater San Diego Area
Founding Partner | Wealth Advisor
Wealth Advisor
Founder, Wealth Advisor, Chief Compliance Officer
Financial Advisor
Director of Logistics and Technology
Financial Associate
University of Washington
Woodinville High School
San Diego State University-California State University
Recommendations: 0
Budgets
Strategic Planning
Customer Service
Fixed Annuities
Strategic Financial Planning
Team Building
Microsoft Excel
Asset Allocation
i****[email protected]
Vanessa Rose del Rosario
Commercial Property Management
Greater San Diego Area
Commercial Property Management
Wedding and Event Planner
Event Production Coordinator
Wedding Assistant
Event Coordinator
Sales Assistant
Financial Associate
Recommendations: 0
Event Design and...
Strategic and...
Business Creation
Direct Sales
Online Event Planning
Event Registration...
MS Office Suite
Budget Management
v****[email protected]
v****[email protected]
Megan Lubesnick
Senior Benefits Analyst
Greater San Diego Area
Senior Benefits Analyst
Manager, Benefits
Corporate Wellness Manager
Benefits Manager
Financial Analyst
Senior Financial Associate
University of Illinois at Urbana-Champaign - College of Business
University of Illinois at Urbana-Champaign
Recommendations: 0
Employee Benefits
Human Resources
Finance
m****[email protected]
m****[email protected]
Monique M. Gallery
Community Engagement Leader
Greater San Diego Area
Community Engagement Leader
Financial Associate
Marketing and Sales Coordinator
Marketing & Sales Assistant
Premium Suite Host
Sales Representative
San Diego State University-California State University
Recommendations: 0
Event Management
Marketing Communications
Marketing Strategy
Educational Workshops
Client Development
Personal Finance
Leadership
m****[email protected]
Dee Biglang-awa
Senior Registered Client Service Associate
Greater San Diego Area
Senior Registered Client Service Associate
Financial Associate
Makeup Artist
Recommendations: 0
Series 7
Retirement Planning
Investment Advisory
Strategic Financial Planning
Estate Planning
Securities
FINRA
Wealth Management Services
d****[email protected]
Greg Wright, CFP®, CLU®
Practice Management Consultant
Greater San Diego Area
Practice Management Consultant
Informal Team Leader & Financial Associate
Director of Financial Planning
Senior Leader - Various Roles
Advisor Consultant - Various Roles
California State University Stanislaus
The American College
Recommendations: 0
People Leadership
Leader Development
Consultative Selling
Behavioral Advice
Situational Leadership
Comprehensive Planning
401k
Investment Advisory
d****[email protected]
Ryan Neumann FIC
Account Manager
Greater San Diego Area
Account Manager
Financial Associate
Recommendations: 0
d****[email protected]
