Location:
10615 Harpenden Ave, Bakersfield, CA 93311
Work:
Principal Financial Group
Principal Securities Senior Financial Advisor
Unionbanc Investment Services Llc
Feb 2015 - Dec 2016
Vice President, Senior Financial Advisor
Morgan Stanley
Mar 2005 - Feb 2015
Financial Advisor
Klassen Gregorio
Jan 2004 - Jan 2007
Chief Financial Officer
Knd Investment Bankers
Jan 2003 - Dec 2004
Assistant Vice President - Investment Banker
Education:
California State University, Bakersfield 2015 - 2016
Bachelors, Bachelor of Science
California State University, Bakersfield 1991 - 1995
Bachelors, Bachelor of Science, Finance
Delano High School 1986 - 1990
Skills:
Sep and Simple Iras, Annuities, Asset Allocation Analysis, Brokerage Accounts, Business Continuation, Buy Sell Agreements, Buy Sell Review, Charitable Giving, College Funding, Current Policy Review, Deferred Compensation Plans, Disability Income Insurance, Estate Conservation, Estate Planning Strategies, Executive Benefit Strategies, Executive Bonus Plans, Financial Needs Analysis, Income Protection, Informal Business Valuation, Iras, Key Person Insurance, Life Insurance, Long Term Care Insurance, Mutual Funds, Retirement Account Reviews, Retirement Planning, Retirement Plans, Wealth Accumulation Strategies
Interests:
Networking
Investing
Business Development
Family and Local Philanthropy
Golf