Top Client Service Associates in Greater Los Angeles Area

Meridith Jones, M.A.

Digital Marketing Specialist

Greater Los Angeles Area

Digital Marketing Specialist

Public Relations and Marketing

Account Coordinator

Social Media and Marketing

Client Service Associate

University of Southern California

California Lutheran University

University of California, Santa Barbara

Recommendations: 4

Marketing

Marketing Communications

Digital Communication

Digital Marketing

Marketing Strategy

Digital Strategy

Paid Search Campaigns

SEM

Steven Wang

Registered Client Service Associate

Greater Los Angeles Area

Registered Client Service Associate

Real Estate Manager

Senior Project Manager

Management Intern

Investment Consultant

Director Of Franchise Development

Director of Real Estate, Development & Construction

University of Southern California - Marshall School of Business

San Marino High School

Recommendations: 3

Leadership

Project Management

Management

Building Relationships

Real Estate Development

Real Estate Economics

Real Estate

Investments

s****[email protected]

Megan Jennings

Sr. Client Service Associate

Greater Los Angeles Area

Sr. Client Service Associate

Tournament Founder, Director and Lead Promoter

Senior Marketing Analyst

Intern

Chief Operations Officer

Escrow Coordinator

English Teacher's Assistant

Loyola Marymount University, College of Business Administration

Recommendations: 3

Financial Analysis

Investments

Budgets

Event Planning

Strategic Planning

Microsoft Excel

Strategy

Forecasting

Cari Kenny M.B.A

Fundraiser

Greater Los Angeles Area

Fundraiser

Assistant Director

Social Media Consultant

Administrator

Administrative Assistant/Marketing

Assistant Director

Assistant Director/ Associate Producer

Social Media Consultant

Administrative Assistant/Recruiter/Social Media Strategist

Operations Assistant

Casting Assistant

Fundraiser

Sales

P.A

Fund Raiser

3rd AD

Researcher Intern

Donor Research Assistant

Director/founder

Senior Teller

Intern

Sales Associate

Client Service Associate

Senior Teller

Westwood College-Los Angeles

San Diego State University

Lake Forest College

Cass Tech High

Howard Fine Studios

Lifebook

Recommendations: 3

Theatre

Nonprofits

Acting

Marketing

Social Media

Advertising

Fundraising

Time Management

c****[email protected]

Reid Luna

Institutional Client Service Specialist

Greater Los Angeles Area

Institutional Client Service Specialist

Capital Markets and Business Development

Client Service Associate

Analyst

California State University-Fullerton

Recommendations: 1

Asset Management

Bonds

Fixed Income

Hedge Funds

Investments

Private Equity

Bloomberg

Real Estate

Anny Chien

Registered Associate

Greater Los Angeles Area

Registered Associate

Private Bank Relationship Associate

Client Service Associate

Business Banking Specialist

University of California, Berkeley

Recommendations: 0

Finance

Financial Analysis

Financial Modeling

Valuation

Bloomberg

Economics

Mandarin

Product Marketing

a****[email protected]

Sameer Hussain

CLO/CDO Analyst

Greater Los Angeles Area

CLO/CDO Analyst

Corporate Escrow Specialist

Structured Finance Specialist

Portfolio Accounting Analyst III

Client Service Associate

University of California, Irvine

Recommendations: 0

Financial Modeling

Valuation

Fixed Income

Equities

Investment Banking

Financial Analysis

Derivatives

Bloomberg

s****[email protected]

Gary Altunyan

Client Relationship Manager

Greater Los Angeles Area

Client Relationship Manager

Trade Support Analyst

Cash & Portfolio Analyst

Institutional Client Service Associate

Branch Intern

Portfolio Manager - Investment Advisory Committee

University of California, Santa Barbara

Recommendations: 0

Accounting

Microsoft Excel

PowerPoint

Equities

Microsoft Word

Research

Bilingual

Microsoft Office

Monica Marciano

VP, HNW Lending Advisor

Greater Los Angeles Area

VP, HNW Lending Advisor

Financial Planning Associate

Client Service Associate

Premier Banking Manager

Disability Claim Manager

Assistant Branch Manager

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

Loyola Marymount University, College of Business Administration

Recommendations: 0

Series 7

Investments

Financial Analysis

Banking

Alternative Investments

Due Diligence

Loans

Finance

Karina (Soueidan) Graves, CPA

Senior Client Service Associate

Greater Los Angeles Area

Senior Client Service Associate

Client Service Associate

Fund Accountant

Associate

University of Southern California

Recommendations: 0

Fixed Income

Bloomberg

Asset Management

Financial Analysis

Investments

Hedge Funds

Mutual Funds

Equities

k****[email protected]

LUCIA ALVARADO

Client Service Associate

Greater Los Angeles Area

Client Service Associate

HUMAN RESOURCES MANAGER

Translator:Interpreter English/Spanish

Human Resources Consultant

Human Resources Manager

Hr Generalist

UCR EXTENSION CENTER

Recommendations: 0

Human Resources

Onboarding

HRIS

Benefits Administration

Talent Management

Employee Relations

Talent Acquisition

Recruiting

h****[email protected]

Adam Rowe

Senior Partner at Lucas Group

Greater Los Angeles Area

Senior Partner at Lucas Group

Director Of Recruiting

Associate Director, Client Services

Client Service Associate Manager

Recruiter

Rollins College

Recommendations: 0

Financial Analysis

Accounting

Management

Process Improvement

Team Building

Leadership

Coaching

Salesforce.com

a****[email protected]

a*****@dlcinc.com

Ivy Flores

Senior Investment Director

Greater Los Angeles Area

Senior Investment Director

Marketing Executive

Client Service Associate

Fixed income Administrator

Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management

University of California, Riverside

Recommendations: 0

Asset Management

Alternative Investments

Portfolio Management

Investment Strategies

Fixed Income

Bloomberg

Asset Allocation

Mutual Funds

i****[email protected]

Christine Lee, MS, RN, FNP-BC

Family Nurse Practitioner- Family Medicine Practice

Greater Los Angeles Area

Family Nurse Practitioner- Family Medicine Practice

Family Nurse Practitioner- Sports Medicine and Orthopedic Surgery

Family Nurse Practitioner and Medical Office Manager- Internal Medicine Practice

Family Nurse Practitioner Student (MS/BS)

Financial Consultant

Registered Client Service Associate

Licensed Personal Banker

Investment Consultant

Medical Office Manager

MGH Institute of Health Professions

Occidental College

The Commonwealth School

Newton South High School

Recommendations: 0

Family Nurse Practitioner

Family Primary Care

Inpatient

Nursing Care

ACLS

EMR

Cpr Certified

BLS

c****[email protected]

Ryan Beach

Account Executive - Large Enterprise

Greater Los Angeles Area

Account Executive - Large Enterprise

Senior Account Executive

SAP Academy for Sales

Client Service Associate

Corporate Tax Intern

University of Delaware

Recommendations: 0

CRM

Sales

Financial Services

Banking

Finance

Leadership

Time Management

Investments

John Soussa

Summer Senior Consultant - Advisory Services

Greater Los Angeles Area

Summer Senior Consultant - Advisory Services

Associate Financial Advisor

Registered Client Service Associate

Client Service Intern

Undergraduate Consultant

Undergraduate Laboratory Researcher

Undergraduate Student Researcher

University of Southern California - Marshall School of Business

University of Southern California

Polytechnic School

Recommendations: 0

Investments

Strategy

Series 7

Corporate Finance

Asset Allocation

Research

Data Analysis

Microsoft Excel

Adam Younger

Staff Accountant

Greater Los Angeles Area

Staff Accountant

Client Services Manager

Registered Client Service Associate

Supervisor Parking Attendant

Financial Service Intern

Financial Analysis Intern

Pepperdine University

Recommendations: 0

Portfolio Management

Finance

Securities

Leadership

Management

Accounting

Bloomberg

Financial Analysis

a****[email protected]

Dixie Yeck

Director of Recruiting and Selection

Greater Los Angeles Area

Director of Recruiting and Selection

Regional Convenience Store Specialist

Manager of Origination

Senior Registered Client Service Associate

Financial Representative

National Account Manager

University of Illinois at Urbana-Champaign

Universitat de Barcelona

High School

Recommendations: 0

Series 7

Series 63

Financial Services

National Accounts

Sales

Finance

Recruiting

Talent Acquisition

d*****@roadrunner.com

Jacob Norlock

Integrated Marketing Specialist

Greater Los Angeles Area

Integrated Marketing Specialist

Client Service Associate - Valdez Wealth Management Group

Information Commons Public Service Student Assistant

Marketing Intern

California Lutheran University

Atascadero High School

Recommendations: 0

Marketing

Social Media

Social Media Marketing

Event Planning

Sales

Marketing Communications

Facebook

Management

Charlotte CFP®

Client Service Associate

Greater Los Angeles Area

Client Service Associate

Temporary Department Coordinator

Wealth Manager

Procurement Administrator

Office Manager

Associate Wealth Manager

Senior Client Service Associate

UCLA Extension

The George Washington University

School for International Training

Recommendations: 0

c****[email protected]

Tyler Yamasaki

CEO

Greater Los Angeles Area

CEO

Client Service Associate

CEO

Director of Data Management

University of California, Los Angeles

Recommendations: 0

Online Advertising

Affiliate Marketing

Advertising

PPC

Online Lead Generation

Social Media

Landing Page Optimization

SEM

t****[email protected]

Kim Shepherd

Assistant Director Business Development

Greater Los Angeles Area

Assistant Director Business Development

Professional Voice Over (VO) talent

Marketing and Client Service Associate

Director of Marketing

Elmhurst College

Recommendations: 0

Corporate Communications

Project Management

Analysis

Business Development

Business Strategy

CRM

Management

Strategic Planning

k****[email protected]

s****[email protected]

Victor King

PGM Dress Form Client Service Associate

Greater Los Angeles Area

PGM Dress Form Client Service Associate

Proprietary Trader

California State University-Hayward

Recommendations: 0

Apparel

Sewing

Fashion Design

Fashion

Leadership

v****[email protected]

Natasha Gloger

Account Manager, Client & Legal Affairs

Greater Los Angeles Area

Account Manager, Client & Legal Affairs

Client Service Associate

Paralegal

Columbia University - Barnard College

Recommendations: 0

n****[email protected]

JoAnna Apfel

Vice President, Client Services

Greater Los Angeles Area

Vice President, Client Services

Client Service Associate

Senior Client Relationship Manager

Mutual Fund and Variable Annuities Specialist

DePaul University

Recommendations: 0

MS Office

Factset

EAGLE Investment Systems

SQL

Morningstar Office

Salesforce.com

SS&C Client Reporting

CRM

Melanie Joerger

Customer Service Associate

Greater Los Angeles Area

Customer Service Associate

Client Service Associate

Summer Intern

Mathematics Teacher's Assistant

Office Assistant

File Clerk

Research Assistant

Loyola Marymount University

Recommendations: 0

Statistics

Calculus

Mathematical Modeling

Differential Equations

Matlab

Risk Management

Research

Diana Fusco

Registered Marketing Associate

Greater Los Angeles Area

Registered Marketing Associate

Senior Client Service Associate

Office Manager

Financial Advisor

University of Southern California

Recommendations: 0

d****[email protected]

Randa Jhu

Registered Client Service Associate

Greater Los Angeles Area

Registered Client Service Associate

Company Name Merrill Lynch

Investment Consultant

UC Irvine

Recommendations: 0

Financial Modeling

Financial Analysis

Valuation

Strategic Financial...

Investments

Fixed Income

Matt Bagnard

Client Service Associate

Greater Los Angeles Area

Client Service Associate

Intern

Finance/Accounting Intern

Wealth Management Intern

University of Southern California - Marshall School of Business

Harvard Westlake High School

Recommendations: 0

Strategic Financial...

Financial Services

Financial Modeling

Financial Reporting

Financial Analysis

Corporate Finance

Sales

Client Relations Skills

b****[email protected]

Jeffrey Gleischman

Analyst, Acquisitions

Greater Los Angeles Area

Analyst, Acquisitions

Wealth Planning Analyst

Registered Client Service Associate

University of California, Santa Barbara

Recommendations: 0

Breanna Arnold

Client Service Associate & Business Development Coordinator

Greater Los Angeles Area

Client Service Associate & Business Development Coordinator

Associate Director of Client Services

Customer Service Representative

Cashier/Customer Service

Courtesy Clerk

California Lutheran University

Archbishop Mitty High School

Recommendations: 0

b****[email protected]

J Novak

Sr. Large Loss Claims Examiner (Arch Casualty Book of Business)

Greater Los Angeles Area

Sr. Large Loss Claims Examiner (Arch Casualty Book of Business)

Senior Claims Examiner (Arch Casualty Book of Business)

Senior Commercial Liability Claims Adjuster

Senior Client Service Associate

Co-Owner

Sales Representative/Field Trainer

University of Phoenix

Los Angeles Pierce College

Recommendations: 0

Insurance

Claim

Liability

Litigation

Outlook

Mediation

Customer Service

Negotiation

Lora Edward

Client Service Associate

Greater Los Angeles Area

Client Service Associate

New York University - Leonard N. Stern School of Business

Pepperdine University

Recommendations: 0

l****[email protected]

Stefanie Lees

Digital Media Consultant

Greater Los Angeles Area

Digital Media Consultant

PR & Marketing

Computer Instructor and Resume Writer

PR Consultant

Assistant/Music Production Assistant

Operations, Client Service Associate

Owner, Press Agent

Press Agent

State University of New York College at Oswego

Study Abroad in London 1 semester

Recommendations: 0

Brand Development

Online Marketing

Marketing

A&R

Music

Public Relations

Entertainment

Radio

e****[email protected]

Rhonda Wood

Program Manager

Greater Los Angeles Area

Program Manager

Manager, Office of the CIO

Executive Assistant

Facilitator; Lead Client Service Associate

University of Phoenix

Lakeland College

Recommendations: 0

Process Improvement

Healthcare

Healthcare Information...

HIPAA

Managed Care

Isabel Oropeza

Branch Administrative Manager

Greater Los Angeles Area

Branch Administrative Manager

Registered Client Service Associate

Public Relations & Marketing Coordinator

Community Relations Intern

Event Coordinator and Marketing Intern

Communications & Marketing Intern

Athletics Marketing Intern

Student Intern

NBA All-Star Sales & Marketing Intern

Financial Aid Student Representative

Public Affairs Intern

Pepperdine University

Fullerton College

Recommendations: 0

Social Media

Event Planning

Social Networking

Marketing

Public Relations

Public Speaking

Social Media Marketing

Microsoft Office

i****[email protected]

Gilbert Castro

Executive Administrative Assistant

Greater Los Angeles Area

Executive Administrative Assistant

Administrative Assistant

Client Service Coordinator

Client Service Associate / Banking Champion / Branch Technology Liaison

Operations Assistant / Customer Service

Administrative Assistant / Customer Service

Recommendations: 0

Management

Insurance

Customer Service

Microsoft Word

Outlook

Windows

Accounts Payable

Invoicing

Jerome Goodwin

Client Associate Global Document Outsourcing USC Account Team

Greater Los Angeles Area

Client Associate Global Document Outsourcing USC Account Team

Client Service Associate

Recommendations: 0

Printers

Computer Hardware

Technical Support

Active Directory

Troubleshooting

Software Installation

Windows XP

Hardware