Studio 423 2018 - 2020
Artist
Wells Fargo Advisors 2018 - 2020
Senior Registered Client Associate
Ubs Mar 2016 - Jul 2017
Senior Registered Client Service Associate
Allstate Sep 2015 - Mar 2016
Financial Advisor
Morgan Stanley Jun 2014 - Dec 2014
Registered Client Associate
Education:
Citrus College 1978 - 1980
Glendora High School
Skills:
Wealth Management Investments Series 7 Series 63 Retirement Planning Finance Mutual Funds Financial Services Investment Advisory Retirement Series 65 Fixed Annuities Estate Planning Asset Allocation Securities Strategic Financial Planning Life and Health Insurance Licenses Financial Planning