Carolina Health Connections
Medicare Insurance Specialist
Wells Fargo Oct 2006 - Oct 2014
Licensed Personal Banker
Axa Advisors Mar 2003 - Nov 2005
Financial Advisor
Ubs Sep 1999 - Jan 2003
Financial Advisor
Union Bank 1992 - 1999
Private Banker
Education:
Bishop Walsh School
Sacred Heart College, Lucena City, Quezon
Skills:
Wealth Management Finance Retirement Planning Series 63 Series 7 Investments Financial Analysis Securities Banking Customer Service Insurance Team Building Leadership Uniform Combined State Law Cross Functional Team Leadership Small Business Lending Management Strategy Fixed Annuities Loans Risk Management Mortgage Lending Program Management Portfolio Management Mutual Funds Microsoft Office Asset Management