Work:
Wells Fargo
Jan 2005 - Jul 2017
Vice President - Senior Private Banker
Union Bank
Jan 2005 - Jul 2017
Vice President, Private Wealth Advisor
Jpmorgan Chase & Co.
Jan 1999 - Jan 2005
Senior Licensed Banker
Education:
University of California, Los Angeles 2009 - 2010
California Lutheran University 2000 - 2003
Bachelors, Bachelor of Science, Business Management, Finance
University of California
Skills:
Certified Financial Planner Tm, Banking, Investments, Insurance Planning, Estate Tax Planning, Strategic Financial Planning, Financial Planners, Credit, Loans, Mutual Funds, Relationship Management, Asset Allocation, Finance, Estate Planning, Retirement Planning, Wealth Management, Credit Analysis, Mortgage Lending, Private Banking, Portfolio Management, Series 7, Investment Advisory, Commercial Lending, Financial Planning, Financial Services, Client Relationship Management New Business Development, Cfp
Interests:
Community Support
Boating
Children
Rugby
Environment
Education
Scuba Diving
Surfing
Animal Welfare
Arts and Culture
Fishing