Location:
4021 Tynebourne Cir, San Diego, CA 92130
Work:
Jpmorgan Chase & Co.
Vice President Investments - Private Client Advisor
Merrill Edge
Jun 2015 - Oct 2017
Assistant Vice President, Financial Solutions Advisor
Bank of America
Jun 2015 - Oct 2017
Vice President, Private Client Advisor
National Funding
Apr 2014 - May 2015
Sales Manager Business Lending
Bank of America
Jan 2010 - Apr 2014
Loan Officer and Financial Advisor
Financial Additions
May 2008 - Dec 2009
Executive Recruiter - Finance and Accounting
Academic Loan Group
Aug 2003 - Apr 2007
Sales Manager
Ubs
Jul 2002 - Aug 2003
Financial Advisor
Education:
Saint Ignatius High School
American Academy of Dramatic Arts
Associates, Theatre
California State University San Marcos
Masters, Writing, Literature
University of Notre Dame
Bachelors, Bachelor of Arts, Liberal Studies
Skills:
Mortgage Lending, Finance, Loans, Financial Analysis, Refinance, Sales, Management, Strategic Planning, Residential Mortgages, Loan Origination, Investments, Banking, Budgets, Real Estate, Credit, Fha, Team Building, Small Business, Sales Management, Credit Analysis, Online Marketing, Strategic Financial Planning, Recruiting, Commercial Lending, Portfolio Management, Fha Financing, Risk Management, Mortgage Underwriting, Cash Management, Business Development, Referrals, Va Loans, Underwriting, Asset Management, Investment Properties, Real Estate Financing, Foreclosures, Reo, Short Sales, Consumer Lending, Real Estate Economics, Real Estate Transactions, Usda, Investors, Mortgage, Asset Managment
Interests:
Guitar
Cleveland Browns
Notre Dame
Education
Literature
Environment
Surfing
Financial Markets
Arts and Culture
San Diego Mortgage
Certifications:
Series 7
Series 66
Life and Health
Nmls
License Crd # 4562159
License Crd #4562159
License 0D93836
License 633031