Top Investment Consultants in Greater San Diego Area
Rishi Dave
Sr. Business Analyst
Greater San Diego Area
Sr. Business Analyst
Business Consultant
Corporate Business Analyst
Business / Market Intelligence Analyst
Freelance Consultant / Contractor
Market Research Analyst
Business Development Consultant
Investment Consultant / Artist Management
Investor Relations Associate
University of South Carolina The Moore School of Business
University of South Carolina-Columbia
Recommendations: 13
Salesforce.com
Market Research
Competitive Intelligence
Business Analysis
Research
Marketing Research
Business Intelligence
Market Analysis
r****[email protected]
r****[email protected]
Aaron Buczek
Wealth Manager at Creative Planning Inc.
Greater San Diego Area
Wealth Manager at Creative Planning Inc.
Investment Consultant
University of California, Santa Barbara
Recommendations: 1
Series 7
Investments
Wealth Management
Asset Allocation
Series 63
Bloomberg
Portfolio Management
Securities
a****[email protected]
Machel CFA
Sr. Research Analyst
Greater San Diego Area
Sr. Research Analyst
President and Chief Investment Officer
Equity Analyst
Institutional Investment Consultant
Research Analyst
Recommendations: 1
Equities
Investment Management
Asset Allocation
Asset Managment
Equity Research
Leadership
Asset Management
Investment Strategies
m****[email protected]
Jay Keller
Program Manager, AdvisorDirect
Greater San Diego Area
Program Manager, AdvisorDirect
Investment Consultant
Financial Advisor
Turfgrass Research
Penn State University
Recommendations: 0
Series 7
Series 63
Wealth Management
Securities
Mutual Funds
Investments
Portfolio Management
Retirement Planning
s****[email protected]
Andrew Canter
CEO
Greater San Diego Area
CEO
Principal
Investment Consultant
San Diego State University-California State University
Recommendations: 0
Investments
Real Estate
Short Sales
Investment Properties
Due Diligence
Asset Managment
Negotiation
Investors
a****[email protected]
Barry Maloney, CFA, CMT
VP Business Development
Greater San Diego Area
VP Business Development
Regional Manager
Senior Regional Associate
Internal Wholesaler/Investment Analyst
Investment Consultant
Investment Research Analyst
Trainee Actuary
Kent at Canterbury
Dublin City University
Recommendations: 0
Investments
Portfolio Management
Asset Managment
Wealth Management
Investment Strategies
Equities
Derivatives
Risk Management
m****[email protected]
Kyle Kirkham
Investment Consultant
Greater San Diego Area
Investment Consultant
Wealth Manager
Financial Advisor
Investment Advisor
National University
San Diego State University-California State University
Recommendations: 0
Retirement Planning
Financial Planning
Series 7
Wealth Management
Investments
Portfolio Management
Financial Analysis
Strategic Financial Planning
k****[email protected]
Stephanie Williams, CAIA
Vice President, Alternative Investment Consultant
Greater San Diego Area
Vice President, Alternative Investment Consultant
Marketing Communications Specialist
San Diego State University-California State University
Oxford University
Recommendations: 0
Hedge Funds
Alternative Investments
Series 7
Managed Futures
Chartered Alternative Investment Analyst
Real Estate
CAIA
s****[email protected]
Lawrence Pate
Director Of Strategic Partnerships
Greater San Diego Area
Director Of Strategic Partnerships
Shooting Coach/Sports Specific Trainer, Player, Team Development, Program Operations.
Product Branding, Sponsorship & Solutions Specialist / Business Consultant
Open Networker, LION, Top Linked
SR. Director Of Sponsorship & Strategic Partnerships
Director of Sponsorship & Strategic Partnerships / Marketing
Program Consultant/Trainer/Shooting Coach
Director of Sponsorship & Strategic Partnerships
Academic Collegiate Testing Consultant
Director of Sponsorship & Strategic Partnerships
Women's Basketball Assistant Coach/Shooting Coach
Investment Analyst / Investment Consultant
SR. Corporate Financial Consultant / Business Development Consultant
SR. Golf Sales Manager/ Player Development / Green Grass Shops
General Manager
Regional Sales Director
Multi-Unit Area Manager
Multi-Unit Manager
General Manager
Regional Area Manager
Franchise Development Manager
Multi Unit Manager
General Manager
General Manager
College Admissions Enrollment. / Computer Course.
General Manager
General Manager
Disc Jockey-On Air Personality
Sport Specific Trainer
General Manager
Disc Jockey-On Air Personality
Sport Specific Trainer
Store Manager
Eldorado College
ECI University
MaryCrest University
Western Illinois University
Western Nebraska Technical College
Parkland College
Urbana High School
Hinkley High School
Recommendations: 0
Sponsorship
Marketing
Strategic Partnerships
Sports
Social Media Marketing
Business Development
Social Media
Training
l****[email protected]
Jeff Ellena
Investment Consultant
Greater San Diego Area
Investment Consultant
Cal Poly Pomona
Recommendations: 0
Wealth Management
Retirement Planning
Portfolio Management
Mutual Funds
Investment Advisory
Financial Services
Finance
Asset Allocation
e****[email protected]
Ilene Piazza
Realtor and Real Estate Investment Consultant
Greater San Diego Area
Realtor and Real Estate Investment Consultant
Sales Associate
Sales Associate
Sales Associate
Associate
Associate
Associate
Consultant
Facilities Manager
Director of Facilities Services
Facilities Manager
Facilities Project Manager
Commerical Construction Project Manager
Recommendations: 0
Buyer Representation
Real Estate
Investment Properties
Short Sales
Vacation Homes
Real Estate Development
Residential Homes
First Time Home Buyers
i*****@ilenepiazza.com
i****[email protected]
Robert (Bob) Fox, CIMA
Regional Manager
Greater San Diego Area
Regional Manager
Senior Vice President
Regional Sales Manager, Senior Vice President - Investments
Complex Manager, Vice President, Investments
Investment Consultant
California Polytechnic State University-San Luis Obispo
University of Pennsylvania - The Wharton School
University of San Diego
Recommendations: 0
Recruiting
Leadership
Management
Wealth Management
Investments
Sales
Coaching
Financial Services
t****[email protected]
Johanna Culp
Fixed Income Analyst
Greater San Diego Area
Fixed Income Analyst
Investment Consultant
Financial Analyst
Structured Producted Group Intern
Private Banking Manager
Electronic Trade Specialist / Investment Consultant
University of Illinois at Urbana-Champaign
University of Oregon - Charles H. Lundquist College of Business
Recommendations: 0
j****[email protected]
Toan Ly, CFP®
Financial Advisor
Greater San Diego Area
Financial Advisor
Regional Private Banker
Investment Consultant
Premier Banker
Personal Banker
San Diego State University-California State University
University of California, Irvine
Recommendations: 0
Finance
Risk Management
Sales
Insurance
Financial Analysis
Financial Modeling
t****[email protected]
Peter Lovberg
Investment Consultant
Greater San Diego Area
Investment Consultant
Relationship Manager
Transfers Associate
Real Estate Broker
San Diego State University-California State University
St Augustines San Diego
Recommendations: 0
Series 7
Investments
Mutual Funds
Series 63
Wealth Management
Equities
Securities
Portfolio Management
p****[email protected]
Maribel Larios
CEO
Greater San Diego Area
CEO
Benefits Counselor
Director of Business Development
Investment Consultant
Broker
University of California, Irvine - The Paul Merage School of Business
University of California, Los Angeles
Saddleback College
California State University-San Marcos
Recommendations: 0
Bilingual-Spanish
ERISA
Retirement
Investment Advisory
IRAs
Executive Pay
Portfolio Management
Strategic Financial...
m*****@401kfe.com
Jan Koester
Credit Manager
Greater San Diego Area
Credit Manager
Investment Consultant
Financial Advisor
Dealer Center Mgr
Dealer Center Mgr
Lakeland College
Recommendations: 0
Isida CFA
VP, Investment Consultant
Greater San Diego Area
VP, Investment Consultant
Regional Sales Manager
Senior Research Analyst
Pace University - Lubin School of Business
Recommendations: 0
Fixed Income
Asset Allocation
Alternative Investments
Bloomberg
Equities
Investments
Portfolio Management
Hedge Funds
i****[email protected]
Scott R. Davis, CIMA
Vice President, Sr. Investment Consultant
Greater San Diego Area
Vice President, Sr. Investment Consultant
Vice President, Sr. Investment Consultant
Vice president - Marketing
Augustana College
Recommendations: 0
s****[email protected]
Paul Dunnicliffe
Wealth Management Advisor
Greater San Diego Area
Wealth Management Advisor
Investment Consultant
Financial Advisor
California State University San Marcos
Recommendations: 0
Mutual Funds
Series 7
Series 63
Asset Allocation
Investment Advisory
Wealth Management
Retirement Planning
401k
p****[email protected]
Kian Bardikalaie
Investment Consultant, Operations Manager
Greater San Diego Area
Investment Consultant, Operations Manager
Talent & Brand Relations Director
Brand Ambassador
Recommendations: 0
Music
Sound
Social Media
A&R
Marketing
E-commerce
Music Industry
Video Editing
k*****@musicwithoutlabels.com
Maria Claudia Cencelli
Realtor - Real Estate Agent & Investment Consultant
Greater San Diego Area
Realtor - Real Estate Agent & Investment Consultant
real estate investments
Real Estate Agent & Consultant
Owner
In Room Dining Manager
In-Room Dining Manager
Restaurant Manager
San Diego State University-California State University
San Diego State University-California State University
Recommendations: 0
Hotels
Hospitality
Food & Beverage
Resorts
Hospitality Management
Hospitality Industry
Revenue Analysis
Real Estate Transactions
c*****@iwon.com
