Location:
57 Paseo Vespertino, Rancho Santa Margarita, CA 92688
Work:
Invisa-Red Technology
2018 - Jun 2020
Vice President of Financing
Invisa-Red Technology
2018 - Jun 2020
Vice President of Finance With Invisa-Red Technology
Centra Funding
2018 - Jun 2020
Vice President of Sales Centra Funding
Partners Capital Group
May 2016 - Jun 2018
Vice President of Sales
Kklj Holdings
May 2016 - Jun 2018
President of Finance
Education:
Santa Ana College 2000 - 2002
Rancho Santiago College
Rancho Santiago University
Skills:
Leadership, Customer Service, Marketing, Sales, Sales Management, Business Development, Strategic Planning, Team Building, Term Life Insurance, 401K Rollovers, Disability Insurance, Microsoft Office, Management, Account Management, Life and Health Insurance Licenses, Microsoft Excel, Microsoft Word, Sales Operations, Cold Calling, Finance, Negotiation, Direct Sales, Sales Process, Sales Presentations, Training, Contract Negotiation, Whole Life, Roth Ira, Rollovers, Coverdell, Traditional Ira, Simple Plans, Managed Money, Sep Ira, 457 Plans, Income For Life, Permanent Life Insurance, Key Person Protection, College Savings Plans, College Funding Strategies, Long Term Care, P&C License, Marketing Strategy, Social Media, Medical Devices, Healthcare, Product Launch, Market Development, Business Strategy, Insurance