Fisher Investments since Oct 1900
Vice President, Wealth Builder Sales & Strategies Group
Cushing MLP Asset Management - San Francisco Bay Area 1900 - Sep 1900
Western Regional Sales Director
Invesco Aim Funds Distributors, Inc. 1900 - 1900
Regional Vice President
Lincoln Financial Distributors 1900 - 1900
Regional Vice President
Education:
San Jose State University
West Valley College
Skills:
Retirement Planning Asset Allocation Financial Services Retirement Alternative Investments Fixed Annuities Equities Strategy New Business Development Financial Advisory Strategic Planning Team Building Selling Separately Managed Accounts Continuing Education Investment Management Presentation Coaching Etfs Mutual Funds Emotional Intelligence Motivational Speaking Closed End Funds Asset Management Investments Wealth Management Sales Management Presentation Skills Coaching
Interests:
Motivational Speaking Laugh Some More Coaching Youth Sports Reading Laugh Spending Time With My Wife and Two Sons Love Playing Golf and Tennis
Rising Star Montessori School Alameda CA 1987-1988, Saint Barnabas School Alameda CA 1988-1993, Longfellow Elementary School Alameda CA 1993-1994, Garfield Elementary School San Leandro CA 1994-1994, John Muir Junior High School San Leandro CA 1994-1997
Community:
Julie Crowson, Maria Hernandez, Mike Wiseman, Patricia Crowley