Capital Group
National Accounts Manager
Capital Group Aug 1, 2012 - May 2015
Business Development Specialist, Strategic Client Group, Independent Broker Dealer Focus
Capital Group Jan 2005 - Aug 2012
Dealer Relationship Representative
Capital Group Jan 2001 - Jan 2005
Marketing Specialist
Capital Group Jan 1998 - Jan 2001
Area Sales Representative
Education:
Southern California School of Business and Law 1994 - 1996
Walnut High School, Walnut Ca
Citrus College
Associates
Fullerton College
Skills:
Financial Services Mutual Funds Investments Relationship Management Series 63 Asset Allocation Retirement Planning Securities 401K Wealth Management Series 6 Marketing Communications Business Development Marketing Strategy Investment Advisory Finra Retirement Financial Advisory Investment Strategies Business Planning 529 Plans Series 65 Sales Business Relationship Management Portfolio Marketing Salesforce.com Variable Annuities Sales Presentations Strategic Planning Series 26 Key Account Management Iras
Interests:
Animal Care/Humane Society Susan Komen Volunteer Gardening Landscape Design Tennis Digital Photography