Forbes
Personal Finance Contributor Forbes.com
Drm Wealth Management
Certified Financial Planner
Trilogy Financial Services Jan 2003 - Jun 2017
Vice President of Client Services
Financial Planner Los Angeles Blog Jan 2003 - Jun 2017
Author, Speaker Financial Expert
Bni Beverly Hills Breakfast Club Jan 2003 - Jun 2017
Financial Planner
Education:
University of Redlands 1996 - 2000
Bachelors, Business Administration, Theater
University of Redlands
Skills:
Retirement Planning Strategic Financial Planning Wealth Management Mutual Funds Financial Services Small Business Portfolio Management Life Insurance 401K Rollovers Universal Life Holistic Financial Planning Value Investing Investments Growth Investing Permanent Life Insurance Employee Benefits Estate Planning Retirement Business Development Asset Allocation 401K Disability Insurance Asset Management Finance Financial Advisory Investment Advisory Securities Wealth Financial Planning Alternative Investments Banking Financial Analysis Financial Planners Iras Insurance Investment Strategies Leadership Long Term Care Series 63 Series 7 Tax Credit Email Marketing Business Planning Client Services Charity Work Investment Management Term Life Insurance
Interests:
Casinos Exercise Investing Politics Traveling Electronics Reading Music Sports Human Rights Animal Welfare Travel Movies Collecting Health
Lam Research
Field Service Engineer
Tokyo Electron Feb 2012 - Nov 2014
Field Service Engineer
Im Flash Technologies Jun 2007 - Feb 2012
Senior Equipment Technician
Tower Semiconductor Ltd Mar 1994 - Mar 2007
Equipment Technician
Nothern Telecom Aug 1992 - Mar 1994
Equipment Technician
Skills:
Semiconductor Industry Electronics Semiconductors Plasma Etch Etching Spc Metrology Cvd Test Equipment Field Service Vacuum Electro Mechanical Failure Analysis Jmp Pvd Thin Films Photolithography Uhv
Nike Mar 2008 - Mar 2015
Creative Director
503 Media & Events Mar 2008 - Mar 2015
President and Co-Founder
Motionball For Special Olympics 2003 - 2012
Chairman Emeritus
Tedxportland 2003 - 2012
Curator
University of Oregon Aug 2005 - Jul 2007
Brand Director - Holden Leadership Center
Education:
University of Oregon 2005 - 2007
Masters, Master of Public Administration, Public Administration, Management
Xavier University 2002 - 2004
Master of Education, Masters, Human Resource Development
The University of British Columbia 1995 - 2000
Bachelors, Bachelor of Arts, Psychology
Skills:
Brand Management Event Planning Social Media Social Media Marketing Leadership Sponsorship Event Management Public Speaking Recruiting Sports Management Public Relations Marketing Strategy Strategic Planning Human Resources Leadership Development Integrated Marketing Onboarding Creative Direction Executive Search Sourcing Employer Branding Strategic Communications Strategy Strategic Partnerships Marketing Sports Marketing Project Management Organizational Development Team Leadership