Top Financial Services in San Francisco, California

Suresh V.

Head of Product - Financial Services

San Francisco, California

Head of Product - Financial Services

Startup Advisor/Mentor

Product Management, Mobile & Retail Commerce

Product Management - Insurance Solutions

Senior Manager, Consumer Products

VP Product & Technology

Head of New Product Innovation

Global Head of Product & Marketing

Principal - Product & Technology Advisory

Product Management - Consumer Experience & Engagement

Pepperdine Graziadio Business School

Recommendations: 8

Product Management

Emerging Markets

Strategic Planning

Managerial Experience

Mobile Payments

Payment Solutions

Merchant Services

Product Strategy

Cory Lovell

Enterprise Account Manager, Oracle Public Sector

San Francisco, California

Enterprise Account Manager, Oracle Public Sector

Enterprise Account Manager

Enterprise Sales, Financial Services

Strategic Account Manager

University of Arizona, Eller College of Management

Recommendations: 7

Website Development

Video Production

Flight Safety

Team Building

Oracle Portal

Building Relationships

Enterprise Software

SaaS

c****[email protected]

Nichole Mustard

VP Business Development

San Francisco, California

VP Business Development

Chief Revenue Officer

Financial Services Sales Director

Miami University

Recommendations: 7

Business Strategy

Decision Sciences

Business Development

Strategic Partnerships

Start-ups

Strategic Planning

Strategy

Analytics

Brian Gorby

Product Manager

San Francisco, California

Product Manager

Product Lead, Square Financial Services

Director of Mobile Engineering

Founding Member

Founder / Principal Consultant

Senior Product Manager - Advanced Technology Group

Engineering Manager, iOS

Senior Product Manager - Developer Experience & Growth

Senior Product Manager - Developer Platform & App Marketplace

Software Engineer

Sr. Technology Associate, iOS / Mobile Platforms

Principal Software Engineer - Mobile

Georgia Institute of Technology

Recommendations: 5

iOS

Mobile Devices

Web Engineering

Web Development

Mobile Applications

iPhone

User Experience

User Interface

Sumitra Naganathan

Director of Product Marketing

San Francisco, California

Director of Product Marketing

Marketing Workshop Director, MySkills4Afrika

Industry Marketing Manager, Financial Services

Executive, Quality Assurance

Sales Programs Manager

Head of Product Marketing

Sr. Business Development Manager

Sr. Marketing Manager, Enterprise Retail & Consumer Goods

Principal, Global Product Marketing

Sr. Principal, Global Product Marketing

Business Development Manager

Recommendations: 5

Sales

Product Marketing

Product Development

Strategy

CRM

Cross-functional Team Leadership

Business Development

Solution Selling

Jennifer Donegan

Associate Manager, Customer Success

San Francisco, California

Associate Manager, Customer Success

Product Marketing Manager

Global Brand Development - Quality Assurance Assistant

Lead Customer Support Specialist - Financial Services

Sales, Customer Success, & Marketing Operations Generalist

Sr. Enterprise Customer Success / Account Manager

Product Marketing Manager

University of San Francisco

Istituto Marangoni

Recommendations: 5

Marketing

Project Management

Customer Service

Marketing Communications

Global Sourcing

Event Planning

Social Media

Sales

Brian Hall

Enterprise Account Executive

San Francisco, California

Enterprise Account Executive

Financial Services Intern

Sr. Enterprise Account Executive

Sales Director

Account Executive

Client Services Executive - Team Lead

Account Executive

University of Southern California

Recommendations: 4

Customer Service

Mergers

Solution Selling

Time Management

Portfolio Management

Financial Services

Due Diligence

Accounting

b****[email protected]

Susan Ehrlich

Chief Executive Officer

San Francisco, California

Chief Executive Officer

Chairman of the Board of Directors

Chief Financial Officer

President, Financial Services

Consultant, New Credit Initiatives

Advisor and Investor (successful exit to First Republic)

The London School of Economics and Political Science (LSE)

Recommendations: 3

Business Management

Launching Of New...

Payments

Management

Product Launch

Credit

Leadership

Forecasting

Lorin Bartlett

Client Strategy & Business Development- Healthcare and Medical division

San Francisco, California

Client Strategy & Business Development- Healthcare and Medical division

Acount Executive, UBM Tech, Interop & Cloud Connect

Client Strategy and Business Development- Technology

Enterprise Account Executive- Western US & Canada

Business Development Intern

E.S.B.-Endowment Fund- Heath Care Sector Analyst

Financial Services Representative

Enterprise Account Executive

Interop & Cloud Connect- Eastern US, San Francisco, & Europe- Account Manager

University of the Pacific - Eberhardt School of Business

University of the Pacific

Recommendations: 3

Cold Calling

Strategic Planning

Financial Analysis

Lead Generation

SaaS

Key Performance Indicators

Salesforce.com

Business Development

Max Gordon

Full Stack Engineer

San Francisco, California

Full Stack Engineer

Sales Analyst Intern

Financial Services Representative

Software Engineer

Senior Software Engineer

Customer Service Supervisor /Transaction Specialist 2

Galvanize gSchool

Metropolitan State College of Denver

Clarkson University

Recommendations: 2

Ruby

JavaScript

Ruby on Rails

Python

CSS

Ember.js

AngularJS

jQuery

John Harty

North America Enterprise Sales

San Francisco, California

North America Enterprise Sales

Sr. Account Executive - Large Enterprise

Sr. Account Executive - Enterprise

Sr. Account Executive - Mid Market - Financial Services

Sr. Account Executive - Mid-Market

Account Executive - Corporate

Santa Clara University

Newport High School

Recommendations: 1

SaaS

Cloud Computing

B2B

Sales

PaaS

Salesforce.com

Lead Generation

Selling

Darren Genstil

AVP Financial Services

San Francisco, California

AVP Financial Services

United States Naval Academy

Recommendations: 1

Sales

Sales Management

Salesforce.com

SaaS

Cloud Computing

Solution Selling

Sales Process

Direct Sales

d****[email protected]

Skylar Woodward

Mac OS Engineer, Yahoo! Messenger

San Francisco, California

Mac OS Engineer, Yahoo! Messenger

Co-founder, CEO

Engineering Lead

Builder

Pantologist

Head Of Engineering

Tech Lead & Co-founder, Mobile Financial Services

Product Mentor

Software Engineer

Founder & Engineering Manager, Client Platform

Director, Kiva Developer Program

Duke University

Recommendations: 1

Social Entrepreneurship

Software Design

JavaScript

Social Software

Messaging

Non-profits

International Law

Product Development

u*****@larw.com

Chris M.

Team Lead, Customer Success

San Francisco, California

Team Lead, Customer Success

Customer Success

Team Lead, Global Customer Experience

Team Lead, US Implementation

Senior Implementation Manager

Customer Success Manager

Senior Customer Services Consultant

Customer Service and Operations Lead

Financial Services Representative

Assistant Manager

St. Cloud State University

Concordia University

Recommendations: 1

Customer Service

Inventory Management

Problem Solving

Customer Relations

Scheduling

Logistics

Operations Management

Forecasting

c****[email protected]

Lara Payton

Financial Services Client Strategist Account Manager

San Francisco, California

Financial Services Client Strategist Account Manager

Global Client Team

Appraiser Analyst

Marketing and Sales

Client Development Account Manager

Associate - Asset Management

Client Strategist Senior Associate

Sales and Marketing Consultant

Healthcare Client Strategist Account Manager

Southern Methodist University - Cox School of Business

Texas Woman's University

Recommendations: 1

Real Estate

Due Diligence

Financial Analysis

Excel

Microsoft Office

Customer Relations

Valuation

Word

Nick Barna

Senior Account Executive, Enterprise Sales

San Francisco, California

Senior Account Executive, Enterprise Sales

Social Analytics Consultant

Senior Enterprise Account Executive

Sales Director - Western Region

Enterprise Sales Executive

Financial Services

Strategic Accounts

Allstate Insurance Agent

Sector Director - Technology & Media

Senior Enterprise Sales Executive

Notre Dame de Namur University

Recommendations: 1

CRM

Analytics

Management

Sales

New Business Development

Social Media

PPC

Customer Retention

Pete Folz

Account Executive, Enterprise Corporate Sales | Financial Services

San Francisco, California

Account Executive, Enterprise Corporate Sales | Financial Services

Sales Representive & Co-Director

Senior Market Development Representative

Subcontractor Sales and Customer Retention Intern

Enterprise Market Development Represenative

Account Development Representative

Sales Development Intern

Ohio University

The Ralph and Luci Schey Sales Centre

Recommendations: 1

Leadership

Management

Sales

Teamwork

Time Management

Team Building

Communication

Problem Solving

Alice Li

Software Engineering Manager

San Francisco, California

Software Engineering Manager

Research

Software Engineer

Program Manager

Research

Engineering Lead

Financial Services Consultant

Technology Associate Intern

Massachusetts Institute of Technology

University of Cambridge

Recommendations: 0

Python

Entrepreneurship

SQL

Programming

Analytics

E-commerce

Agile Methodologies

Web Development

y****[email protected]

Alan Gou

Financial Services Intern

San Francisco, California

Financial Services Intern

Software Engineer

Software Engineering Intern

Science and Research Staff Writer

Software Engineer

Software Engineering Intern

Data Engineering Intern

Co-Founder

Software Engineer

Recurser

Columbia University in the City of New York

Recommendations: 0

Economics

iOS Development

Data Analysis

Java

Teamwork

Microsoft Excel

Python

Debate

Jason Ko

Intern - Financial Services

San Francisco, California

Intern - Financial Services

Manager - Advisory, Digital and Emerging Technology

Strategy and Operations Manager, Growth

Project Management - PMO

Stanford University

University of Technology Sydney

Recommendations: 0

Management Consulting

Business Analysis

Asset Management

PMO

Financial Modeling

Project Management

Customer Experience

Digital Strategy

Sharath Dorbala

VP, Corporate Strategy and Development

San Francisco, California

VP, Corporate Strategy and Development

Group Manager, Product Management and Strategy

General Manager, Mobile Financial Services

CEO

Senior Consultant

Director, Product Management and Strategy

Manager, Solution Architecture

VP, Strategy and Products

Principal Architect, Advanced Technology

VP, Product Management, B2B eCommerce and CPQ

SVP, Product Management and Strategy

VP, Product Management and Corporate Strategy

Recommendations: 0

Andrew Lee

Chief of Staff - Office of the CEO

San Francisco, California

Chief of Staff - Office of the CEO

Compliance Lead

Chief of Staff - Compliance

Financial Services Consultant

Vice President - Global Risk

Compliance Partnerships & Strategic Initiatives - Senior Manager

Syracuse University

Recommendations: 0

Business Analysis

Project Management

Requirements Gathering

Microsoft Excel

Access

Business Process Improvement

PowerPoint

Business Process Design

Ryan ORourke

Broker

San Francisco, California

Broker

Senior Account Executive

Strategic Account Executive

Enterprise Account Manager

Account Executive

Strategic Account Executive, Global Financial Services

Sales Development Representative

DePaul University

Recommendations: 0

Enterprise Software

Sales

Sales Management

Real Estate

SaaS

Investment Properties

Leadership

Big Data

r****[email protected]

Gillian Balanoff

Account Development Representative

San Francisco, California

Account Development Representative

Account Executive, Financial Services

Business Development Representative

Commercial Business Development

Enterprise Account Executive, Cloud Native Services

Enterprise Account Executive, Platform

Junior Account Manager

Hospitality Intern

Enterprise Account Executive, Pivotal Labs

Gallerist

Corporate Sales Representative

Sales Operations & SMB Business Development

University of Southern California

University of New South Wales

The Lawrenceville School

Recommendations: 0

Todd Rodriguez

Senior Strategic Account Executive - Wells Fargo Bank

San Francisco, California

Senior Strategic Account Executive - Wells Fargo Bank

Senior Account Executive - U.S. Mid-Market Financial Services

Associate Director, Relationship Manager

Various Positions in Capital Markets and Private Client Groups

Taxable Bond Evaluator

University of Notre Dame - Mendoza College of Business

City University of New York-Baruch College - Zicklin School of Business

University of Vermont

Recommendations: 0

Financial Services

Relationship Management

Big Data Analytics

Enterprise Software

Predictive Analytics

Business Intelligence

Data Management

Risk Management

t****[email protected]

Allison Grieb

Senior Account Executive

San Francisco, California

Senior Account Executive

Sales Support

Major Account Manager, Western Field Sales

Sales Representative, Workgroup Sales

Regional Vice President

Sales Representative, Internet Sales Division

District Sales Manager, TeleOperations

Senior Account Executive, Financial Services

Enterprise Account Manager, National Field Sales

Representative, Direct Response

University of California, Los Angeles

Recommendations: 0

Solution Selling

Salesforce.com

Cloud Computing

Enterprise Software

SaaS

Software Industry

Professional Services

Strategic Partnerships

Alice Jiang

Business Process Manager, Customer Success

San Francisco, California

Business Process Manager, Customer Success

Sales System Manager, Sales Operations

Consultant

Financial Services Assurance Intern

University of California, Berkeley

Recommendations: 0

Certified Salesforce.com Administrator

Certified Salesforce.com Developer

Salesforce.com Implementation

Microsoft Office

Leadership

Data Analysis

Financial Modeling

Market Research

Loren Fraser

Professional Baseball Player

San Francisco, California

Professional Baseball Player

Account Executive

RVP, Verticals

Strategic Account Executive

Enterprise Account Executive, Financial Services

Senior Account Executive (MM)

University of California, Santa Barbara

Recommendations: 0

Salesforce.com

Fundraising

Sponsorship

Lead Generation

Account Management

Cold Calling

Social Media

SaaS

Chris Etterman

Sales

San Francisco, California

Sales

Account Executive

Account Executive - Education & Services

Senior Technical Recruiter

Account Executive - Enterprise Corporate Sales - Financial Services

Enterprise Account Executive

Technical Recruiter

Inside Sales Executive

Loyola Marymount University, College of Business Administration

Saratoga High School

Recommendations: 0

Business Development

Training

Salesforce.com

Lead Generation

Account Management

Sales

Sales Operations

SaaS

c****[email protected]

Julian Dunning

Security Engineer

San Francisco, California

Security Engineer

Principal Security Engineer

Engineer Lead & Manager - Offensive Security

Senior (Offensive) Security Engineer

Security Consultant Intern

Technology Analyst Intern & Application Developer

Senior Security Engineer

Financial Services Representative Intern

IT Consultant

The University of Texas at Austin

National University of Singapore

Recommendations: 0

Yonge Li

Risk Analyst

San Francisco, California

Risk Analyst

Investment Banking Analyst

Lead Product Engineer

Sr. Software Engineer

Financial Services Analyst

Associate

Software Engineer

Microcomputer Analyst

Lead iOS Engineer

Systems Analyst

University of Waterloo

Recommendations: 0

Microsoft Excel

SQL

VBA

Access

PowerPoint

SAP

Java

Python

Basit Bhaila

Senior Associate

San Francisco, California

Senior Associate

Senior Associate - Financial Services

Associate

Intern

American University of Sharjah

International School of Choueifat

Recommendations: 0

Internal Controls

Auditing

Accounting

External Audit

Analysis

IFRS

Financial Accounting

Corporate Finance

Jeff Collins

Sr. Field Account Executive - Enterprise

San Francisco, California

Sr. Field Account Executive - Enterprise

Sr. Account Executive - ISV

Account Executive, Financial Services

Field Wholesaler

Enterprise Account Executive

Regional Vice President

Enterprise Account Executive

Vice President, Regional Sales Manager

Regional Vice President, External Wholesaler

Investment Advisor

University of California, Santa Barbara

Recommendations: 0

Investment Strategies

Mutual Funds

Investment Vehicles

ETFs

Capital Markets

Asset Managment

Asset Allocation

Public Speaking

Spiros Gkikas

Private Client Banker

San Francisco, California

Private Client Banker

Senior Account Executive - Financial Services

Fundraiser

Account Executive - Financial Services

Intern

Enterprise Business Development

Account Executive

Registered Representative

Account Executive - Mid Commercial

University of Colorado

Recommendations: 0

Salesforce.com

CRM

SaaS

Sales

Account Management

Business Development

Lead Generation

Financial Services

Griffin Lowenthal

Associate

San Francisco, California

Associate

Cloud Advisor, GCP

Mechanical Engineer

Senior Account Executive

Brand Solutions

Sales & Marketing Executive

Account Executive, Financial Services

Mechanical Engineer

UC Santa Barbara

Recommendations: 0

Robert Willey

Sales Development Representative

San Francisco, California

Sales Development Representative

Commercial Account Executive

Technical Recruiting Assistant

Corporate Account Executive

SMB Account Executive II

Financial Services Representative

Santa Clara University

Recommendations: 0

Microsoft Excel

PowerPoint

Cold Calling

Market Research

Lead Generation

Program Management

Time Management

Sales

r****[email protected]

Nick Petricca

Account Executive

San Francisco, California

Account Executive

Account Executive SMB, CNS/Retail

Account Executive Mid Market

Account Executive, Financial Services

CSU Sacramento

Recommendations: 0

Property & Casualty Insurance

Commercial Insurance

Direct Sales

Sales Process

Account Management

Cold Calling

Insurance

Steven Hartman

Senior Director, Product Management & Product Marketing

San Francisco, California

Senior Director, Product Management & Product Marketing

Vice President, Global Marketing

Senior Product Manager, Financial Services

Senior Product Marketing Manager, Tivoli

Vice President, Global Marketing

Vice President, Marketing

Vice President, Global Product Marketing

Chief Product Officer

Founding Partner

Purdue University

Recommendations: 0

Keith Feldman

Senior Associate

San Francisco, California

Senior Associate

Principal

Client Partner, Global Financial Services

Vice President and Executive Recruiter

Global Practice Head, Consumer and Commercial Financial Services

Senior Client Partner, Global Financial Services

Yale University

Recommendations: 0

k****[email protected]

Maniesh Joshi

Senior Consultant Intern, Strategic Services

San Francisco, California

Senior Consultant Intern, Strategic Services

Senior Manager, Product Marketing

Financial Services Representative

Product Marketing Manager

MBA Candidate, Class of 2016

MBA Student Consultant

Analyst, Product Strategy and Portfolio Management

University of Michigan - Stephen M. Ross School of Business

Wayne State University

Recommendations: 0

Mason Gauthier

At-Home-Advisor

San Francisco, California

At-Home-Advisor

Associate Account Manager, Financial Services

Sales Associate

Marketing Operations Manager

Account Manager, Financial Services

University of Oregon

Recommendations: 0

Aaron Cox

Audit Senior, Financial Services

San Francisco, California

Audit Senior, Financial Services

Senior Accountant, Financial Reporting

Manager, Business Transformation

Audit Senior, Financial Services

Project Assistant, Finance

UCD Michael Smurfit Graduate Business School

University College Dublin

Recommendations: 0

Accounting

IFRS

Financial Reporting

Financial Accounting

External Audit

Microsoft Excel

Big 4

Assurance

Sam Featherstone

Director of Sales

San Francisco, California

Director of Sales

VP Sales

Vice President

Director of Sales

Vice President, Senior Business Development Officer

Director of Sales

Mid-Market Account Executive, Financial Services

Sabbatical

Duke University - The Fuqua School of Business

Northwestern University

Rumson-Fair Haven Regional High School

Recommendations: 0

f****[email protected]

Terren J.

MBA Marketing Intern

San Francisco, California

MBA Marketing Intern

Procurement Intern

Marketing Manager

Internal Control Manager

Category Lead

Financial Services Intern

Senior Consultant

Administration

Cornell University - S.C. Johnson Graduate School of Management

New York University

Recommendations: 0

E-commerce

Process Improvement

SAP

Strategy

Project Management

Competitive Analysis

Data Analysis

Analytics

t****[email protected]

Martha O'Byrne-O'Reilly

Business Development

San Francisco, California

Business Development

Partnerships

Senior Account Executive (Retail)

Strategic Partnerships Manager

Global Sales Product Lead (Performance Ads)

Financial Services Audit

Head of Messaging Developer Partnerships

The Wharton School

UCD Michael Smurfit Graduate Business School

Instituto Cervantes

Recommendations: 0

Market Research

Business Development

Sales

Marketing Strategy

Highly motivated self-starter

Work Well Independently

Cultural Awareness

New Business Development

Shirley Ip

Product Manager

San Francisco, California

Product Manager

Product Specialist

Associate Product Manager

Marketing Intern

Financial Services Intern

Intern

Cornell University

Universitat Autònoma de Barcelona

Recommendations: 0

Social Media

Marketing

Product Management

Andy Liu

Teacher

San Francisco, California

Teacher

Radio Host on 95.7 The Game

Account Executive, Growth Business | Financial Services

Credentialed Reporter

NBA Featured Columnist

Account Manager - West Region

Account Executive - Mid-Enterprise, Pre-Sales

Basketball Coach

Credentialed Media at SB Nation's Golden State of Mind

Podcaster

Enterprise Account Executive

Account Executive, Small and Medium Business | Financial Services

University of California, San Diego

Lowell High School

Recommendations: 0

Writing

Blogging

Interviewing Skills

News Writing

Social Media

AP Style

Journalism

Video

Marissa Burger

Store Director

San Francisco, California

Store Director

Dual Store Director

Assistant Manager

Digital Sales Executive, Technology, Media + Telecom

Digital Sales Executive, Financial Services

Digital Sales Development

San Francisco Sponsorship and Event Chair Board of Directors

University of Nevada-Las Vegas

Universidad Rey Juan Carlos

Recommendations: 0

Jordan CPA

Senior Accountant

San Francisco, California

Senior Accountant

Sr. Accountant I

Sr. Tax Associate

Tax Accounting Intern

Financial Services and Accounting Intern

University of Southern California

Punahou School

Recommendations: 0

Tax Compliance

GoSystems

Accounting

Tax

Corporate Tax

Income Tax

GAAP

Partnership Taxation

Peter Webster

Sr. Manager, Business Development / API Partnerships

San Francisco, California

Sr. Manager, Business Development / API Partnerships

Senior Vice President Client Services

Vice President Professional Services

Partner Sales Manager - Global & Enterprise

Senior Business Development Manager

Senior Vice President Field Services

Financial Services Practice Leader - Adobe Consulting

Sales Engineer

Senior Member Technical Staff

Managing Director European Operations

Senior Practice Manager - AWS Professional Services

Practice Manager - AWS Professional Services

Johns Hopkins University

University of Maryland

Recommendations: 0

p****[email protected]

w****[email protected]

Nate Bush

Machine Learning Engineer

San Francisco, California

Machine Learning Engineer

Analyst - Advanced Analytics

Research Assistant

Statistician and Modeling Analyst

Machine Learning Engineer Manager

Deep Learning Engineer

Data Analyst

Economics Tutor

Teaching Assistant

Financial Services Assistant

Rochester Institute of Technology

Recommendations: 0

b****[email protected]

Sebastien CSM(I),CAMS(I)

Vice President- Compliance/AML

San Francisco, California

Vice President- Compliance/AML

Vice President-AML-Compliance Technology

Senior Manager- AML Compliance

Executive, Financial Services

CSR

Senior Consultant

ICN Graduate Business School

Lycee Saint Just

Recommendations: 0

Tyler Halpern

Account Executive - Financial Services

San Francisco, California

Account Executive - Financial Services

Account Development - Strategic Accounts

Project Manager / Specialist

Client Management

Duke University

UCL

Plano West Senior High

Recommendations: 0

t****[email protected]

Shahina Patel

Accounts Payable I

San Francisco, California

Accounts Payable I

Payroll Accountant

Financial Services Intern

HR Coordinator

Accounting Associate

Recruiting Coordinator

Accountant

Bookkeeper

Front Desk Associate

Accounting Assistant

San Diego State University-California State University

College of San Mateo

Recommendations: 0

Customer Service

Time Management

Teamwork

Social Media

Microsoft Word

Lawson General Ledger

Microsoft Office

PowerPoint