National Securities since Mar 2012
Investment Executive
Acumen Investment Services Dec 2008 - Feb 2012
Vice President of Investments
Diefendorf Capital Planning Feb 2007 - Dec 2008
Client Relationship Manager
Wachovia Securities Sep 2002 - Feb 2007
Assistant VP
Manulife Financial (Now John Hancock) May 1998 - May 2002
Regional Vice-President
Education:
Long Island University, C.W. Post Campus 1989 - 1993
Bachelor of Arts (B.A.), Political Science
Sacred Heart University
Skills:
Estate Planning Financial Planning Wealth Management Small Business Retirement Planning
Languages:
English
Senior Financial Rep, Principal Securities Registered Rep, Investment Advisor Representative
Grass Valley Surgery Center 408 Sierra College Dr, Grass Valley, CA 95945 5302712282 (phone), 5302712287 (fax)
Education:
Medical School University of California, Los Angeles David Geffen School of Medicine Graduated: 1984
Languages:
English
Description:
Dr. Lloyd graduated from the University of California, Los Angeles David Geffen School of Medicine in 1984. He works in Grass Valley, CA and specializes in Anesthesiology. Dr. Lloyd is affiliated with Dignity Health Sierra Nevada Memorial Hospital.