Naifa San Francisco Peninsula Jul 2017 - Jun 2018
Past President
Westpac Wealth Partners Jul 2017 - Jun 2018
Wealth Management Advisor
Sgc Financial Jun 2010 - Apr 2018
Financial Advisor
Naifa San Francisco Peninsula Jun 2014 - Jun 2017
President
Entreprenuer's Organization San Francisco Nov 2009 - Apr 2011
Sgc Financial Sponsor
Education:
Santa Clara University 1997 - 2001
Bachelors, Bachelor of Arts, Finance
Jesuit High School 1993 - 1997
Skills:
Business Strategic Financial Planning Insurance Financial Analysis Employee Benefits Small Business Risk Management Budgets Strategic Planning Retirement Planning Start Ups Financial Modeling Marketing Customer Service Finance Business Development Team Building Management Investments Retirement Strategy Wealth Management Financial Services