Top Financial Services in Greater San Diego Area

Andrea Gonzalez

Job Level: Director, Project Management Office (PMO)

Greater San Diego Area

Job Level: Director, Project Management Office (PMO)

Associate Director, Sterile Manufacturing Operations

Manager, Finance Project Management Office (PMO) and Six Sigma

Manager, Manufacturing Division Financial Services

Senior Financial Analyst, Asia Pacific Human Health Financial Services

Senior Financial Analyst, International Treasury Services

Senior Auditor, Corporate Audit Group

University of San Diego

Recommendations: 20

g****[email protected]

Al Dave

Area Operations Manager

Greater San Diego Area

Area Operations Manager

Security Guard

Local Marketing and Promotions Director

Past President

President

Vice-President

Owner

Community Relations

Development, Community Affairs & PR Officer

Development & Public Relations Manager

Community Affairs & PR Officer

Vice President

Sales Supervisor, On-Premise Special Events Mgr.

Board Member

Owner

Sales Manager

Associate Director of Student Financial Services

Financial Aid Counselor

Professional Football Player

University of Phoenix

San Diego State University-California State University

Mt. San Antonio College

University of California, Santa Barbara

Ganesha High School

Recommendations: 16

Media Relations

Public Relations

Community Relations

Fundraising

Security Services

Crisis Communications

Event Planning

Corporate Communications

Marc Boehm

Inside Sales Specialist

Greater San Diego Area

Inside Sales Specialist

Account Executive

Customer Service Account Manager

Financial Services Professional

Legal Collection Account Manager

Collection Specialist - Department Manager in Training

Reinstatement and Workout Specialist Account Manager (Team Lead from 2004-2009 for up to 30 reps)

Account Manager

International Business Campaign Manager

Personal Financial Advisor

Sales Manager

San Diego State University-California State University

University of the West of England (UWE) [in Bristol, England]

Ecole Superieure de Commerce (ESC) La Rochelle [in La Rochelle, France]

Recommendations: 13

Sales Management

Financial Analysis

Financial Accounting

Credit

Call Center

Customer Service

Credit Analysis

Team Building

Dolores Basilio MPA

Consultant

Greater San Diego Area

Consultant

Assistant Director of Financial Aid

Student Accounts Manager

Senior Manager

Manager, Student Accts & Cashiering

Quality Assurance Specialist

Quality Improvement Consultant/Project manager

Director, Student Financial Services

Supervisor, Student Accounts

Accountant

California State University-Dominguez Hills

California State University-Long Beach

California State University-Fullerton

PTHS

Recommendations: 8

Program Management

Strategic Planning

Balanced Scorecard

Higher Education

Leadership

Change Management

Project Management

Training

Deborah "Dee Dee" Garvin - Mortgage Planner, CA

Mortgage Planner

Greater San Diego Area

Mortgage Planner

Financial Services

Senior Mortgage Planner - Servicing California based in San Diego County

Owner/Developer

Bay Area Sales Manager/Account Executive

Sales Manager/Account Executive

Regional Automated Underwriting Sales Manager

Loan Consultant

Senior Loan Consultant

Loan Consultant

Mortgage Broker

Account Executive

Business Development Manager

Mortgage Broker

Loan Officer

Loan Consultant

College Of Great

Great Falls Technical College

University of Montana

Recommendations: 7

Mortgage Lending

Mortgage

FHA

Credit

First Time Home Buyers

Investors

Underwriting

David Demarest

Chief Administrative Officer/CFO

Greater San Diego Area

Chief Administrative Officer/CFO

Executive Vice President/CFO

Senior Vice President/CFO

Executive Vice President/COO

Vice President - Copeland Financial Services

New York University - Leonard N. Stern School of Business

Bradley University

Pacific Lutheran University

Recommendations: 6

Investments

Hedge Funds

Asset Management

Equities

Management

Process Improvement

Strategic Planning

Business Strategy

Jean-François Brissot

Manager

Greater San Diego Area

Manager

Vice President Strategic Initiatives

Senior Sales Executive Financial Services

Vice President Product Management

Senior Director

Vice President

University of California, Berkeley

PSB Paris School of Business

Recommendations: 5

Investment Banking

Capital Markets

Clearing Houses

Management Consulting

Quality Assurance

Software Quality Assurance

Software Project Management

Product Management

Jeri Winberg (NMLS632986)

Mortgage Loan Consultant

Greater San Diego Area

Mortgage Loan Consultant

Member

Bank of America Mortgage Loan Officer

Mortgage Banker

Home Loan Consultant

Financial Services

Home Loan Consultant

UCSD and Webster

Roosevelt High School

Recommendations: 5

Financial Analysis

Personal Protection

Quilting

Mortgage Lending

Credit

Loans

Refinance

Time Management

Bryan Macy

Director of Licensing, Business Development, Life Sciences

Greater San Diego Area

Director of Licensing, Business Development, Life Sciences

Director Business Development, Clinical Solutions

Business Development

Business Development/Enterprise Account Manager

Business Development & Licensing Consultant

Manager of Life Sciences, Licensing (Tech Transfer and Business Development)

Director Business Development

Director of Business Development

ASR, Account Manager Financial Services

Director of Business Development

Recommendations: 4

Spanish (moderate)

French (limited)

Drug Discovery

Molecular Biology

Strategic Negotiations

Clinical Trials

Strategic Alliances

Business Development

b****[email protected]

Dan Kitchen

Mortgage Loan Officer

Greater San Diego Area

Mortgage Loan Officer

VP, Mortgage Loan Production

Vice President - Business Loan Collections Manager

Vice President - Regional Business Development Officer

Board Volunteer / Vice President / Treasurer

Board Member

VP - Branch Manager

Small Business Banking Officer

Financial Services Manager

Financial Services Representative

Lead Tele-Service Representative

Teller

San Diego State University-California State University

Western CUNA Management School

Recommendations: 3

Small Business Lending

Credit

Loans

Banking

Commercial Mortgages

Leadership

Sales Management

Team Building

Jennifer (Giglio) Shafiro, CSM

Project Manager - National Markets

Greater San Diego Area

Project Manager - National Markets

Associate Product Manager - Enhancements

Product Manager - Advertising & New Channel Rollouts

Associate Product Manager/ Ad Coordinator

Executive Assistant to COO/ President

Executive Assistant to SVP & C+ Level Executives (contract)

Executive Assistant to President / Office Manager/ Copywriter

Ad & Sales Coordinator

Executive Assistant to Managing Partner & CFO

Director of Operations

Director of Financial Services

Account Manager

New School University

University of Tennessee-Knoxville

Coronado High School

Recommendations: 3

Social Media

Advertising

Management

Product Management

Photoshop

Research

Adobe Creative Suite

Strategic Planning

Darlene Mera

Vice President/ Financial Sales Manager

Greater San Diego Area

Vice President/ Financial Sales Manager

Vice President/ Sr.Relationship Banker

Business Development Officer/ Bank Consultant

Vice President/ Business Services

Partner Sales Executive

Vice President/ Business Development Officer

Financial Services Officer/ Business Development

Recommendations: 3

Banking

Commercial Lending

Commercial Banking

Loans

Small Business Lending

Mortgage Lending

Credit Cards

Consumer Lending

d*****@san.rr.com

Michael Weidinger

Supervisor / Insurance Verification

Greater San Diego Area

Supervisor / Insurance Verification

Independent Authorized Agent

Research Analyst

Financial Services Associate

Santa Teresa

University of Phoenix

Recommendations: 3

Management

Strategic Planning

CRM

Marketing

Process Improvement

Microsoft Office

Team Building

Sales Operations

w****[email protected]

Rolando De Gracia

Business Development Executive

Greater San Diego Area

Business Development Executive

Chairman of Advisory Board

VP Business Development - Mobile Commerce

Member

SVP Business Development, Strategy & Sales - Americas Region

SVP Sales

Director of Treasury & Business Development

Financial Services Group Associate

High Yield Group Associate

Chief Information Officer

University of Pennsylvania - The Wharton School

University of Maryland College Park

Recommendations: 2

Wendy Shieh

Financial Solutions Advisor

Greater San Diego Area

Financial Solutions Advisor

Financial Services

Financial Advisor

Sr. Loan Consultant

Sr. Mortgage Consultant

Mortgage Consultant

Research Associate

Leland High School

University of California, San Diego

Recommendations: 2

Mutual Funds

Finance

Retirement Planning

Investments

Series 7

Portfolio Management

Financial Services

Mortgage Lending

Hitomi Kubo

International Account Representative, Latin America

Greater San Diego Area

International Account Representative, Latin America

Business Development, Life Sciences and Healthcare

Research Associate - Investment Financial Services

Program Assistant

University of California, Los Angeles

Pontificia Universidad Catolica de Valparaiso

Recommendations: 2

Spanish

Excel

Word

Market Research

Research

Qualitative Research

Market Analysis

Analysis

h****[email protected]

Bob Fried

Board Member & Investor

Greater San Diego Area

Board Member & Investor

Board Member

Financial Services Professional

Board Member

VP and Chief Information Officer

VP Information Systems

VP Information Services

VP and Chief Information Officer

Director European Information Systems

Sales & Marketing Manager, Belgium

Sr. Systems Consultant Europe

Haverford College

University of Utah

Recommendations: 2

Angel Investing

Due Diligence

Entrepreneurship

Mergers

Start-ups

Venture Capital

Business Planning

Strategic Partnerships

Allen Mutchler

Registrar

Greater San Diego Area

Registrar

Associate Registrar

Interim Associate Registrar

Records and Matriculation Manager

Student Records Manger

Closing Supervisor for the Home Department

Editor

Financial Services Manager

Ashford University

Georgia College & State University

Recommendations: 2

Student Affairs

Higher Education

CampusVue

Staff Development

Adult Education

E-Learning

Public Speaking

Student Financial Aid

Kim Wiskosky

Mortgage Loan Officer

Greater San Diego Area

Mortgage Loan Officer

Credit Manager

Financial Services Representative

California State University-San Marcos - College of Business Administration

Recommendations: 2

Mortgage Marketing

Refinance

Loans

FHA

Residential Mortgages

Loan Origination

Credit Analysis

Greg Dahms

Chief Business Development Officer

Greater San Diego Area

Chief Business Development Officer

Director of Business Development, Sales and Membership

Regional Director of Membership Sales, Business Development and Marketing

Owner

Adjunct Professor of EMS Professions

Aircraft Sales Director

Financial Services Professional - Multi-Line Insurance Agent

Director of EMS Operations

Critical Care Flight Paramedic

Business Development Manager - Chief Flight Medic

Paramedic / Firefighter

LeTourneau University

Recommendations: 2

Sales Management

Sales

Aviation

Air Medicine

Emergency Medicine

Emergency Services

Construction

Firefighting

g*****@mxcrace.com

g*****@spaction.com

g****[email protected]

Mike Wilbanks

Agent

Greater San Diego Area

Agent

Financial Services Professional

Petty Officer First Class

Recommendations: 2

Retirement

Retirement Planning

Long-term Care

Estate Planning

Fixed Annuities

Life Insurance

Insurance

Employee Benefits

Kirsty Tan

Program Director and Professor - Executive MBA (Aeronautics and Aviation Management)

Greater San Diego Area

Program Director and Professor - Executive MBA (Aeronautics and Aviation Management)

Founder

International Dean and Professor - SIMBA

Visiting Professor

Program Manager (Consultant) - Financial Services

Manager

Financial / Business Manager

Corporate Controller

Tax Accountant

ISM - International School of Management

Fudan University

Saint John's University

Temple University

Deakin University

Institute of Chartered Accountants in Australia

Deakin University

Recommendations: 1

Business Strategy

Management Consulting

Marketing Strategy

Change Management

Program Management

Strategic Planning

Business Planning

IT Strategy

Samantha Rembo

Special Needs and Abilities Network - Global Co-Leader

Greater San Diego Area

Special Needs and Abilities Network - Global Co-Leader

Head of Design Research Studio - CTO Dev

Sr. Talent Acquisition Manager - Consumer Ecosystem Group

Sr. Talent Acquisition Manager - University Recruiting, Relations & Programs

Talent Acquisition Manager - Payments Group & Financial Services

Talent Delivery Best Practices & Innovations Lead

Lead Recruiter/Program Manager

Director of Staffing/Recruitment/Operations Development

Human Resources Specialist - Food Network

Technical Recruiter

Human Resources Intern

Columbia University in the City of New York

State University of New York College at Buffalo

Recommendations: 1

Executive Management

Building Relationships

Strategic Leadership

Business Process...

Strategic Sourcing

Lead Generation

Customer Retention

Management Consulting

Paulos Tewolde

Project Controls Lead

Greater San Diego Area

Project Controls Lead

Business Analyst

Staff Accountant - R-III

Staff Accountant - R-II

Staff Accountant-R

Student Worker-Budget & Financial Services

San Diego State University-California State University

Recommendations: 1

Financial Analysis

Sarbanes-Oxley Act

Accounting

Financial Reporting

Financial Modeling

Analysis

GAAP

Microsoft Excel

p****[email protected]

Lola Hayden-Lint

Sales Guide

Greater San Diego Area

Sales Guide

Financial Services Representative

Account Representative

Cabrillo College

San Diego High School

Recommendations: 1

l*****@landrovermiramar.com

Jeff Kamholz

Senior Consultant - Financial Services

Greater San Diego Area

Senior Consultant - Financial Services

Recommendations: 0

Contract Negotiation

Database Marketing

Direct Marketing

Customer Analytics

Loyalty Marketing

Customer Acquisition

Customer Identification

Customer Verification

Karlye Christensen

Accountant

Greater San Diego Area

Accountant

Billing Specialist

Billing Import Clerk

Accounts Receivable Specialist

Financial Services Advisor

Associate Financial Services Advisor

Food Services Cashier

Accounting Clerk II

Ashford University

Recommendations: 0

Microsoft Excel

Microsoft Office

Microsoft Word

Customer Service

Student Financial Aid

Invoicing

Communication

Accounts Receivable

Peter McMahon

J.P. Morgan Private Client Advisor

Greater San Diego Area

J.P. Morgan Private Client Advisor

Financial Consultant

Financial Services Rep

University of Richmond - Robins School of Business

Tecnológico de Monterrey

Recommendations: 0

p****[email protected]

Remarie Dinogan

Financial Services Professional

Greater San Diego Area

Financial Services Professional

Senior Personal Banker

Financial Services Professional

Wells fargo bank

New Era University

Kaplan University

Recommendations: 0

IRAs

Retirement

Insurance

Darla Deese

Financial Services Representative

Greater San Diego Area

Financial Services Representative

Recommendations: 0

Jason Tozzi

Enterprise Account Manager

Greater San Diego Area

Enterprise Account Manager

Enterprise Account Manager - Financial Services

Account Manager

Territory Development Manager

Inside Sales Representative

Client Service / Investment Rep - Assistant Treasurer

University of Massachusetts, Amherst

Recommendations: 0

Salesforce.com

Storage

Solution Selling

Disaster Recovery

Cloud Computing

Sales Process

Enterprise Software

Data Center

Michael Zeiter, CLU®, ChFC®, ChSNC

Financial Planner

Greater San Diego Area

Financial Planner

Financial Advisor

Financial Services Representative

Owner Operator

American College

California State University-Sacramento

Recommendations: 0

Retirement Planning

Estate Planning

Insurance

Special Needs Planning

Business Continuation Planning

Personal and Life Insurance Planning

Annie Ragovin

Director of Fundraising and Communications

Greater San Diego Area

Director of Fundraising and Communications

Financial Services Representative Receptionist

San Diego State University-California State University

Recommendations: 0

Microsoft Office

Microsoft Excel

Microsoft Publisher

Microsoft Word

Microsoft PowerPoint

Illustrator

Photoshop

Outlook

Santiago de la Lama

Channel Sales Manager

Greater San Diego Area

Channel Sales Manager

Company Name MIR3

Enterprise Sales Manager

Sales Executive

Financial Services Representative

Recommendations: 0

Solution Selling

Account Management

SaaS

Enterprise Software

Business Development

Sales Process

Managed Services

Salesforce.com

Tim Coughlin

Sr. Manager

Greater San Diego Area

Sr. Manager

Board Of Directors

CFO

VP Financial Services

Board Of Directors

Temple University

San Diego State University

Recommendations: 0

Sarbanes-Oxley Act

Financial Analysis

Mergers & Acquisitions

Financial Reporting

Venture Capital

Biotechnology

Due Diligence

Financial Modeling

Marley Tucker

SR. Relationship Banker

Greater San Diego Area

SR. Relationship Banker

Relationship Banker

Financial Services Representative

University of Oregon

Recommendations: 0

Small Business Lending

Commercial Lending

Commercial Banking

Investments

Financial Analysis

Strategic Planning

Business Development

Consumer Lending

Jeanine Baggett

Commercial Credit Analyst -Vice President

Greater San Diego Area

Commercial Credit Analyst -Vice President

SBA Portfolio Manager

Vice President

SBA Loan Officer

Financial Services Representative

Vice President

Recommendations: 0

SBA

Small Business Lending

Lines Of Credit

Loans

Commercial Lending

Commercial Banking

Credit Analysis

Commercial Mortgages

Uriah Anderson

SoCal Regional Sales Account Manager

Greater San Diego Area

SoCal Regional Sales Account Manager

Real Estate Agent/Loan Officer then Broker-Assoc.

Loan Officer, Branch Manager

Financial Services Officer

Owner

Branch Loan Officer

Supervisor, Loan Consultant

Allied Real Estate School

Copper Mountain College

Recommendations: 0

Sales Managment

Lending and Real Estate

Business Development and Retention

REO

Short Sales

Real Estate

Realty

Mortgage

u****[email protected]

Breanna Bellenbaum

Strategic Sourcing

Greater San Diego Area

Strategic Sourcing

Upper Division P.E. Director

Financial Services Auditor

Contract Administrator

Ashford University

Webster University

Recommendations: 0

Adult Education

Student Financial Aid

CampusVue

Training

Staff Development

E-Learning

Admissions

Distance Learning

Tanya Craig

Dental Assistant/ externship

Greater San Diego Area

Dental Assistant/ externship

Financial Services Representative

Banking Center Service Manager

Concorde Career College-San Diego

Recommendations: 0

Banking

Credit

Loans

Dental Assisting

Coronal Polishing

Crowns

Cpr Certified

AED

Eddy Saroj Taengkaew, MBA

Financial Advisor

Greater San Diego Area

Financial Advisor

President

Financial Advisor

Certified Special Needs Advisor - CSNA Global Wealth Management

Member

Licensed banker/interrim manager

Financial Services Associate

Senior teller/new account

University of Wisconsin-Whitewater

Brigham Young University Hawaii

Surasakmontee high school

Recommendations: 0

Life & Health Insurance Licenses

Property & Casualty Insurance

Securities

Wealth Management

Retirement Planning

Investments

Financial Services

Banking

Kevin Fontes

Mid Market Account Executive

Greater San Diego Area

Mid Market Account Executive

Vice President, Senior Branch Manager

Senior Branch Manager

Financial Services Officer

Financial Services Specialist

Financial Services Consultant

Financial Services Representative

University of Phoenix

Recommendations: 0

Branch Management

Customer Service

Sales

Coaching

Loans

Consumer Lending

Small Business Lending

Retail Banking

Lauren Mitchell

Vice President, Annuity Solutions

Greater San Diego Area

Vice President, Annuity Solutions

Assistant Vice President, Annuity Marketing

Senior Platform Manager, Annuity Marketing

Internal Sales Consultant

Manager, Internal Sales

Regional Marketing Specialist

Financial Services Representative

University of California, Santa Barbara

La Canada High School

Recommendations: 0

Series 63

Series 7

Series 6

Fixed Annuities

Mutual Funds

Variable Annuities

Retirement Planning

Retirement

Joshua James

AVP Underwriter

Greater San Diego Area

AVP Underwriter

Relationship Manager / Corporate Officer

Executive Assistant

Cash Accountant

Patient Financial Services

Keller Graduate School of Management of DeVry University

San Diego State University-California State University

Recommendations: 0

Financial Analysis

Real Estate

QuickBooks

Loans

Accounting

Microsoft Office

Customer Service

Small Business Lending

Alexis Dow, CPA

Owner

Greater San Diego Area

Owner

Director of Financial Services

Member

Director

Audit Committee Member

member

Member

National Chair

Director

Auditor General

Director

Trustee

Director and Treasurer

Sales representative

Board Chair and Member

CFO

CPA

Trustee

CPA

University of Rhode Island

Catherdral Parent

Recommendations: 0

Forensic Accounting

Government

Class Actions

Auditing

Non-profits

Audit

Financial Analysis

Accounting

Aleksandra Drake

Financial Advisor

Greater San Diego Area

Financial Advisor

Financial Services Consultant

Senior Mortgage Officer/ Senior Finance Officer

Real Estate Agent

Senior Banker/Member Service Officer

Assistant Sales Manager

Brandman University, Part of the Chapman University System

Górnośląska Wyższa Szkoła Handlowa im. Wojciecha Korfantego

Recommendations: 0

Real Estate

Mortgage Lending

Finance

Financial Analysis

Investments

Customer Satisfaction

Management

Team Building

Paul Hamzey

Director Of Business Development

Greater San Diego Area

Director Of Business Development

Coach Motivater Fund Raiser

Managing Director

Financial Services Professional

Vice President Divisional Manager

Divisional Vice President

Vice President

Various

Recommendations: 0

w*****@pacbell.net

Nicole Salabarria

Prenatal Case Manager

Greater San Diego Area

Prenatal Case Manager

Respite Care Provider

Certified Nurse Assistant

Research Intern

Unit Secretary

Financial Services Representative

San Diego State University-California State University

Pacific Health Education

San Diego Mesa College

Recommendations: 0

Health Education

Public Health

Cpr Certified

Home Care

Activities of Daily Living

Vital Signs

Community Health

Respite

n****[email protected]

Glenn Wargo

Instructor, Gemology

Greater San Diego Area

Instructor, Gemology

Head Instructor/owner

Sales Professional\Graduate Gemologist

Financial Services Professional

Sales professional

Gemological Institute of America

Montclair State University

County College of Morris

Recommendations: 0

Jewelry

Sales

Luxury Goods

Watches

Jewelry Design

Retail

Merchandising

Diamonds

Maria G. Thayer, MBA, AAI

Commercial Insurance Broker

Greater San Diego Area

Commercial Insurance Broker

Marketing & Program Representative

Corporate Outreach/ Marketing Representative

Financial Services Representative

Assistant Director of Admissions

Insurance Institute of America, IIA

California State University Channel Islands

California State University-Northridge

Recommendations: 0

Workers Compensation

Insurance

Commercial Insurance

Professional Liability

Umbrella Insurance

Legal Liability

Networking

Marketing

Michael Mantz

Wealth Management Advisor

Greater San Diego Area

Wealth Management Advisor

Financial Services Representative, Financial Advisor

Financial Advisor

Financial Representative

Minnesota State University, Moorhead

Recommendations: 0

Retirement Planning

Life Insurance

Insurance

Finance

Long Term Care Insurance

Employer Group...

Investments

Disability Insurance

Rolando Serrano

Strategic Account Manager

Greater San Diego Area

Strategic Account Manager

Private Client Group Relationship Manager

Priority Banking Manager

Financial Services Manager

Management Trainee

San Diego State University-California State University

Western Governors University

Recommendations: 0

Financial Analysis

Risk Management

Team Management

Business Administration

Client Education

Management

Financial Services

Life Insurance

Amy Silber

Assistant Manager

Greater San Diego Area

Assistant Manager

Member Service Supervisor

Business Development Officer

Financial Services Representative

Recommendations: 0

Christopher Sokil

Financial Services Professional

Greater San Diego Area

Financial Services Professional

Licensed Agent

Consultant/Researcher

Project Engineer/Jr. Project Manager

Sales/Producton

Freelance Writer/Researcher

Production Assistant

Marketing and Public Relations Rep

University of California, Berkeley

Recommendations: 0

Permanent Life Insurance

Term Life Insurance

Wealth Preservation Planning

Wealth Transfer Strategies

Multi-Generational Wealth Transfer

Team Building

c****[email protected]

Aaron Morgante

Financial Services Representative

Greater San Diego Area

Financial Services Representative

Sales assistant

Mission Bay Aquatic Center

Camp Laurel

Representative

San Diego State University-California State University

Grossmont High School

Recommendations: 0

Microsoft Office

English

PowerPoint

Microsoft Excel

Public Speaking

Customer Service

Social Media

Research

Ken M. Ghahremani, MBA

Managing Director

Greater San Diego Area

Managing Director

Senior Financial Consultant

Financial Services Representative

Cleveland State University

John Carroll University

Recommendations: 0

Strategic Planning

Retirement Planning

Investments

Life Insurance

Risk Management

Leadership

Insurance

Financial Analysis

Todd CAIA®

Managing Director, Western Region

Greater San Diego Area

Managing Director, Western Region

National Director of Client Relationships

Vice President of Private Client Relationships

Manager, Financial Services

California State University-San Marcos

Recommendations: 0

Ali Pourrastegar

Director of Student Finance

Greater San Diego Area

Director of Student Finance

REALTOR®

Founder

Financial Services Manager

Vice President

Ashford University

University of California, San Diego

Recommendations: 0

Customer Service

Coaching

Student Financial Aid

Higher Education

Loans

Credit

Loan Origination

Real Estate

Aaron McFarland

Financial Advisor

Greater San Diego Area

Financial Advisor

Financial Services Professional

Licensed Agent

DeVry University

University of Nevada-Reno

Recommendations: 0

Insurance

Finance

Retirement Planning

Securities

Financial Services

Strategic Financial Planning

Retirement

Mutual Funds

Melissa CAMS

Vice President, Deputy BSA Officer

Greater San Diego Area

Vice President, Deputy BSA Officer

Vice President, BSA Officer

Assistant Vice President, Bank Secrecy Act Analyst

Assistant Branch Manager

Financial Services Specialist

San Diego State University-California State University

Bonita Vista

Recommendations: 0

Certified BSA Professional- CBAP

Banking

AML

Bank Secrecy Act

Retail Banking

Credit

Loans

Commercial Banking

Rita Nash

Analyst, Regulatory Supervision

Greater San Diego Area

Analyst, Regulatory Supervision

Associate Manager of Operations & Controls

Branch Operations Supervisor

Senior Client Services Associate

Client Services

Financial Services Specialist

Financial Services Rep

San Diego State University-California State University

Recommendations: 0

Series 7

Series 66

Series 24

Series 51

Wen-Ling Shaiu, Ph.D.

Registered Representative

Greater San Diego Area

Registered Representative

Financial Services Professional

Senior Information Specialist

Manager

Iowa State University

Fu Jen Catholic University

Recommendations: 0

Database Management

Pharmacogenomics

clinical trials data analysis

XML

Database Admin

Data Mining

Java

Big Data

w****[email protected]

David Mather, MBA

Financial Advisor

Greater San Diego Area

Financial Advisor

Financial Services Professional

Air Vehicle Intern

Owner, General Manager, and Director

Program Integration and Execution Intern

EMD Program Management Intern

Affordability Intern

Pepperdine Caller

Pepperdine University, The George L. Graziadio School of Business and Management

Pepperdine University

Recommendations: 0

Program Management

Business Strategy

Entrepreneurship

Leadership Development

Microsoft Office

Financial Analysis

Competitive Analysis

Business Planning

Sara Grosse

Senior Loan Officer

Greater San Diego Area

Senior Loan Officer

Financial Services Represtentative

Palomar College

Orange Glen High School

Recommendations: 0

Down Payment Assistance

Finance

Mortgage Lending

Loan Origination

Loans

FHA

Refinance

Mortgage Banking

s*****@missionhomeloans.com

Don Inzano

Financial Services Agent

Greater San Diego Area

Financial Services Agent

Financial Services Representative

Mortgage Loan Officer

Oklahoma State University

Recommendations: 0

Asset Protection

Retirement Plan Consulting

Mortgage Protection

Long Term Care Protection

Individual Disability Income Protectin

Final Expense

Spencer Dung

Assistant Vice President and Assistant Manager

Greater San Diego Area

Assistant Vice President and Assistant Manager

Chairman, Young Advisors Team (YAT)

Financial Services Representative

Barista

Associate

Swim Instructor/LIfeguard

University of California, San Diego

Punahou School

Recommendations: 0

Public Speaking

Facebook

Event Planning

Teaching

Tutoring

Research

Social Media

Fundraising

Alicia Quintanar

Owner, Photographer

Greater San Diego Area

Owner, Photographer

Financial Services Division

Associate Producer, Writer

University of Southern California

New York University

Recommendations: 0

Photoshop

Photography

Editing

Marketing Communications

Public Relations

Marketing

Public Speaking

Video Production

Beth Orton

Account Manager, Major Accounts

Greater San Diego Area

Account Manager, Major Accounts

Director of Account Management

Account Manager, Major Accounts

Customer Solutions Executive

Financial Services Manager

Customer Education Professional

Teacher and Coach

Executive Assistant

Saint Mary's College

Center for cross cultural studies

DePaul University

Lumen christi

Recommendations: 0

Client Retention

B2B

Consultative Selling

Account Management

Solution Selling

Software Training

Software Sales

Customer Relations

Ian Campbell, MBA

Co-Owner

Greater San Diego Area

Co-Owner

Financial Services Manager

Portfolio Manager

Senior Credit Analyst

Business Banker

New Mexico State University

College of Commercial Credit

Recommendations: 0

Sarbanes-Oxley Act

Oracle

Product Management

Portfolio Management

SAP

Analysis

Management

Leadership

i****[email protected]

Teresa Hagerman

BSA/AML Specialist

Greater San Diego Area

BSA/AML Specialist

Financial Services Administrator

Service Specialist

Manager, Compliance and Business Continuity

Manager, Loan Servicing and Compliance

Lending Compliance Specialist

San Diego State University-California State University

Cuyamaca College

Recommendations: 0

Financial Regulation

Business Continuity

Consumer Lending

ACH

Mortgage Banking

Anti Money Laundering

Credit Unions

Compliance

Karen Challgren, MA

Student Accounts/Financial Aid Manager

Greater San Diego Area

Student Accounts/Financial Aid Manager

Director of Academic Operations

Manager of Academic Operations

Owner/President/Managing Partner

Financial Services Manager

Learning Center Manager

Financial Services Manager

Operations Manager

Inventory Manager

Compliance & Training Administrator

Pell Grant Officer

Ashford University

Palomar Institute of Cosmetology

University of Phoenix

Albion

Recommendations: 0

Adult Education

Staff Development

Higher Education

Distance Learning

E-Learning

Academic Advising

Instructional Design

Training

LPL Financial Social Team

Financial Services

Greater San Diego Area

Financial Services

Recommendations: 0

Stephen Kwo San Diego

Student

Greater San Diego Area

Student

Fitness Specialist

Nerium International skin care science

Best Driver rated, five star service

Achiever

Real Estate Investor & Consultant

Financial Services

Real Estate Investor, rehab/remodel

Service Representative, employee of the month

Recruitment Specialist - Adult Stem Cell Donor Center

Security Admin-Tech Support

Engineer - Technical Services

Technical Support Engineer

Programmer

San Diego Mesa College

Health Occupations Center Santee

The Norris Group - Real Estate Boot Camp

Coleman College

University of California, Riverside

New York University

Westchester Community College

Recommendations: 0

Health

Wellness

Healthcare

Customer Service

Teamwork

Mentoring

Wellness Coaching

Leadership Development

Susan May%2C CHFP%2C RHIA

Director Patient Financial Services

Greater San Diego Area

Director Patient Financial Services

Health Benefits Advisor

Webster University

University of Maryland College Park

Recommendations: 0

Hospitals

Healthcare

Revenue Cycle

EHR

EMR

Informatics

Healthcare Management

Physicians

s*****@rchsd.org

Jack Berdy

Financial Services Professional

Greater San Diego Area

Financial Services Professional

Museum Whaler

Board President

President/Owner

Practice Manager

Partner

State University of New York at Stony Brook

Recommendations: 0

Volunteer Management

Board Development

Leadership

Non-profits

Outlook

Budgets

Microsoft Excel

Strategic Planning

Leilani Childs

Owner

Greater San Diego Area

Owner

Senior Loan Specialist

Senior Credit Analyst

Branch Manager

Financial Services Representative

San Diego State University-California State University

Recommendations: 0

Sonia Casillas-Alwaque

Branch Manager

Greater San Diego Area

Branch Manager

Financial Services Officer

Property Management Coordinator/Marketing Director

Customer Service Representative

Sawyer College of Business

Montgomery High School

Recommendations: 0

Banking

Credit

Loans

Consumer Lending

Retail Banking

Loan Origination

Commercial Banking

Credit Analysis

Beth Hemkes

Business Services Representative

Greater San Diego Area

Business Services Representative

Financial Services Representative

Recommendations: 0

Merchant Services

Banking

Customer Service

Customer Satisfaction

b****[email protected]

Kirsha Stephens

Financial Services Representative

Greater San Diego Area

Financial Services Representative

Foreclosure Specialist II

Bankruptcy Specialist II

Operations Specialist

Collections Specialist/Supervisor

University of Phoenix

Recommendations: 0

85 WPM 22500 KPH

Public Relations

Time Management

Customer Service

Sales

Banking

PowerPoint

JD McQuade

Financial Services Professional

Greater San Diego Area

Financial Services Professional

Agent

Financial Advisor

Marketing

Service/Sales

Sales and Finance Manager

Sales Consultant

Sales/GM 1998-2001

SDSU

Recommendations: 0

Strategic Planning

Marketing

Account Management

Training

Sales

Advertising

Sales Management

Negotiation

Chris L Weber

Retirement Income Specialist

Greater San Diego Area

Retirement Income Specialist

Benefits and Retirement Specialist // Field Service Manager

Senior Financial Advisor & Branch Manager

Financial Services Representative

California State University-Sacramento

The American College

Recommendations: 0

Financial Services

Personal Finance

Retirement Planning

Benefits Management

Insurance

Relationship Management

Public Speaking

Sales Presentations

c****[email protected]

J.D. Esteban

Mortgage Banker

Greater San Diego Area

Mortgage Banker

Mortgage Loan Consultant

Sales Executive

Financial Services Professional

Carroll College

Recommendations: 0

Loans

Mortgage Banking

Loan Origination

Insurance

Retirement

Residential Mortgages

Investments

Mortgage Lending

Tony Son, CEP

Certent, Inc.

Greater San Diego Area

Certent, Inc.

Stock Administration - Implementation Manager

Stock Administration

Stock Administration - Senior Account Manager

Financial Services Manager

Santa Clara University - Leavey School of Business

University of Windsor

Recommendations: 0

Options

Financial Reporting

Equities

Accounting

Compliance

Access

Financial Modeling

Financial Services

Kristina Lastrilla

Dance Instructor

Greater San Diego Area

Dance Instructor

Secretary

Assimilation & Administration, Volunteer

Office Manager

Employee Relations Representative

Financial Services Officer

University of Phoenix

El Camino High School

Recommendations: 0

Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Visio S

Organizational skills

Detail oriented, punctual and dependable

Multitasker and team player

Interfaces well with individuals of all ages

Flexible with change

Teaching

Administration

Ashley Bonham

Benefits Coordinator

Greater San Diego Area

Benefits Coordinator

Loan Originator

Branding Consultant

Financial Services Professional

Human Resources Intern

Marketing Intern

Assistant Manager

University of California, Los Angeles

Recommendations: 0

Blogging

Event Planning

Social Media

Marketing

Social Media Marketing

Customer Service

PowerPoint

Microsoft Office

Omar Michel %22San Diego Lender%22

Andre Douzdjian

CFO

Greater San Diego Area

CFO

Board Member - Finance

Chief Financial Officer/Vice President

Project Finance Manager

Chief Financial Officer

Financial Services Manager

Supervising Senior Accountant

San Diego State University-California State University

University of San Diego

Recommendations: 0

d*****@yahoo.com

Loan Officer

Greater San Diego Area

Loan Officer

Financial Services Representative

Shift Leader

CMPS Institute

Nationwide Mortgage Licensing System (NMLS)

Alliant International University-San Diego Scripps Ranch

Financial Industry Regulatory Authority (FINRA)

San Diego Housing Commission

Community Housing Commission

California Housing Finance Agency (CalHFA)

Southwestern College

Recommendations: 0

o****[email protected]

Vicky Diepenhorst

Sr. Corporate Director, Billing Services

Greater San Diego Area

Sr. Corporate Director, Billing Services

Interim Director, Patient Financial Services

Recommendations: 0

Contract Negotiations

Customer Service

Team Building

Process Improvement

Customer Relations

Hospital Billing

Hospitals

Insurance Billing

Dr. Bettye H. Albritton

Independent Marketing Director

Greater San Diego Area

Independent Marketing Director

Associate Director of Contract and Grant Administration

Program Development Specialist

Head of Financial Services

Editor

Administrative Assistant

Arizona A & M University

Grambling State University

Recommendations: 0

Editorial

Administrative Support

student services

Team Building

Entrepreneurship

Customer Service

Conflict Resolution

Proposal Writing

b****[email protected]

b*****@cox.net

Jose Lombrozo

Company Name Shining Star Auto Detail

Greater San Diego Area

Company Name Shining Star Auto Detail

General Operations Manager

Customer Service/Logistics Manager

Financial Services Representative

Customer Service Representative

University of San Diego

Southwestern College

Recommendations: 0

Sales

Negotiation

Strategic Planning

Christine Mckissick

Analyst

Greater San Diego Area

Analyst

Financial Services Representative

Corps Member/Teacher

Research Analyst Intern

Company Valuation Intern

Loyola Marymount University

ESC Clermont-Ferrand d’Administrations

Brigham Young University

Recommendations: 0

Financial Analysis

Financial Modeling

Microsoft Excel

Valuation

Microsoft Office

PowerPoint

Public Speaking

Leadership

c****[email protected]

Oscar Iturrizaga

Financial Professional Associate at The Prudential Insurance Company of America

Greater San Diego Area

Financial Professional Associate at The Prudential Insurance Company of America

Financial Services Professional

Staff Sergeant

Community Worker

Customer Service

National University

Hawaii Pacific University

Villanova University

Recommendations: 0

Life Insurance

Disability Insurance

Military

Marine Corps

Combat

Military Logistics

Six Sigma

Military Experience

o****[email protected]

Jianfeng Ou

Associate Cost Accountant

Greater San Diego Area

Associate Cost Accountant

Financial Analyst Intern

Accounting Intern

Financial Services Intern

Sales Associate

University of California, San Diego

Simon Sanchez

Recommendations: 0

PowerPoint

Word

Excel

Microsoft Office

Stata

Access

MS Project