Resumes
Resumes
Wealth Advisor
View pageLocation:
3103 Evening Way, Julian, CA
Industry:
Financial Services
Work:
Raymond James Feb 2016 - Aug 2018
Financial Advisor
Newport Partners Wealth Management Feb 2016 - Aug 2018
Wealth Advisor
Del Mar Wealth Management Sep 2012 - Jan 2016
President
Jpmorgan Chase & Co. Feb 2009 - Oct 2012
Vice President and Financial Advisor
Stratus Consulting Aug 2007 - Dec 2008
President and Financial Consultant
Financial Advisor
Newport Partners Wealth Management Feb 2016 - Aug 2018
Wealth Advisor
Del Mar Wealth Management Sep 2012 - Jan 2016
President
Jpmorgan Chase & Co. Feb 2009 - Oct 2012
Vice President and Financial Advisor
Stratus Consulting Aug 2007 - Dec 2008
President and Financial Consultant
Education:
San Diego State University 1991 - 1993
Master of Business Administration, Masters, Finance Uc San Diego 1982 - 1987
Bachelors, Bachelor of Arts, Economics
Master of Business Administration, Masters, Finance Uc San Diego 1982 - 1987
Bachelors, Bachelor of Arts, Economics
Skills:
Investments
Financial Advisory
Retirement Planning
Series 7
Wealth Management
Securities
Retirement
Estate Planning
Strategic Financial Planning
Finance
Insurance
Financial Planning
Asset Management
Portfolio Management
Financial Advisory
Retirement Planning
Series 7
Wealth Management
Securities
Retirement
Estate Planning
Strategic Financial Planning
Finance
Insurance
Financial Planning
Asset Management
Portfolio Management
Certifications:
Cfa
Cfp
Cfp