Aspiriant
Director - Wealth Management, Principal
Hokanson Associates Dec 2011 - Dec 2015
Financial Planner, Principal
Blue Summit Wealth Management Oct 2009 - Aug 2011
Paraplanner and Intern
Oct 2009 - Aug 2011
Director
Education:
San Diego State University 2010 - 2011
Master of Science, Masters
Université Jean Moulin (Lyon Iii) 2006 - 2007
Uc Santa Barbara 2001 - 2005
Tecnológico De Monterrey 2003 - 2003
Skills:
Wealth Management Investments Financial Advisory Financial Planning Investment Management High Net Worth Individuals Retirement Planning Portfolio Management Asset Management
Languages:
English
Certifications:
Cfp
Googleplus
Myles Rush
Myles Rush
Myles Rush
Work:
Cisco Systems, Inc. - Enterprise Application Sales (2006)