Seia
Financial Advisor
Signature Estate & Investment Advisors, Llc
Financial Advisor
D.a. Davidson Companies Apr 2009 - Oct 2016
Vice President -- Portfolio Manager -- Financial Advisor
Merrill Lynch Mar 1998 - Apr 2009
Assistant Vice President
City of Pasadena Nov 1992 - Feb 1998
Senior Management Analyst
Education:
University of California, Los Angeles 1996 - 1999
University of Southern California 1990 - 1991
Masters, Master of Public Administration
Uc Santa Barbara 1983 - 1987
Bachelors, Bachelor of Science, Pharmacology
University of California
Skills:
Investments Financial Planning Retirement Planning Estate Planning Retirement Tax Portfolio Management Strategic Financial Planning Asset Allocation Alternative Investments Wealth Management Equities Investment Strategies Etfs Asset Managment Wealth Asset Management Financial Advisory Mutual Funds Risk Management Securities Series 65 Fixed Income Hedge Funds Series 7 Series 63 Investment Advisory Uniform Combined State Law Private Equity 401K Financial Modeling Series 24 Investment Management Valuation Finance Wealth Management Services Finra Financial Services Due Diligence Separately Managed Accounts Venture Capital Pensions Retirement Plan Consulting High Net Worth Individuals Fixed Annuities Variable Annuities Trusts Wealth Accumulation Life Insurance Defined Benefit
Interests:
Skiing Environment Education Cycling Arts and Culture Science and Technology Tennis Swimming Golf American History Science and Techology Health
Henry H. Houston Elementary School Philadelphia PA 1958-1960, City Center Academy Philadelphia PA 1960-1961, Albert M. Greenfield Elementary School Philadelphia PA 1960-1961, Hillcrest Junior High School Erdenheim PA 1964-1966, Morris E Leeds Middle School Philadelphia PA 1966-1967
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