Resumes
Resumes
Vice President - Wealth Management Advisor
View pageLocation:
3999 Cesar Chavez St, San Francisco, CA 94131
Industry:
Financial Services
Work:
Merrill Lynch - San Mateo, CA since Jan 2010
Financial Advisor
Financial Advisor
Education:
University of California, Berkeley
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Skills:
Retirement Planning
Tax Planning Strategies
Investment Management
Tax Planning Strategies
Investment Management
Languages:
English
Certifications:
Certified Financial Planner
Personal Investment Advisor
Chartered Retirement Planning Counselor
Personal Investment Advisor
Chartered Retirement Planning Counselor