Resumes
Resumes
Financial Advisor, Relationship Manager At Captrust Financial Advisors
View pagePosition:
Financial Advisor, Relationship Manager at CAPTRUST
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work:
CAPTRUST - Westlake Village, CA since Jul 2012
Financial Advisor, Relationship Manager
Diversified Investment Advisors Dec 2007 - Jun 2012
Account Executive
Union Bank of California Nov 2005 - Nov 2007
Vice President
UBOC 2005 - 2007
Vice President
Fidelity Investments 1999 - 2005
Director
Financial Advisor, Relationship Manager
Diversified Investment Advisors Dec 2007 - Jun 2012
Account Executive
Union Bank of California Nov 2005 - Nov 2007
Vice President
UBOC 2005 - 2007
Vice President
Fidelity Investments 1999 - 2005
Director
Education:
University of Massachusetts, Amherst
Vp At Uboc
View pagePosition:
VP at UBOC
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work:
UBOC
VP
VP
Education:
University of Massachusetts, Amherst 1975 - 1979