Client One Securities, Llc Jul 2016 - Aug 2019
Financial Advisor
Axa Advisors Sep 2010 - Jul 2016
Financial Professional
Bam Advisory Group Sep 2010 - Jul 2016
President
Pluris Financial Group 2008 - 2010
Director of Sales
Promark Financial 2000 - 2008
Account Executive
Education:
Mission College 1993 - 1995
Skills:
Fixed Annuities Retirement Planning Life Insurance Long Term Care Insurance Estate Planning Disability Insurance Leadership Lead Generation Securities Financial Advisory Investments Term Life Insurance Iras Series 7 Long Term Care Insurance 401K Mutual Funds Wealth Management Employee Benefits Variable Annuities 401K Rollovers Investment Strategies 529 Plans Licensed Life Wealth Management Services
Interests:
Reading Snowboarding Mountain Biking Good Food and Good Wine