Resumes
Resumes
Financial Advisor
View pageLocation:
6949 Carnation Dr, Carlsbad, CA 92011
Industry:
Financial Services
Work:
Raymond James Oct 2019 - Jul 2020
Financial Advisor
Cuso Financial Services, Lp Oct 2019 - Jul 2020
Financial Advisor
Union Bank Jun 2016 - Dec 2017
Senior Financial Advisor Ubis
Wells Fargo Advisors Mar 2015 - Jan 2016
Financial Advisor
Wells Fargo Advisors Sep 2012 - Feb 2015
Regional Bank Private Banker
Financial Advisor
Cuso Financial Services, Lp Oct 2019 - Jul 2020
Financial Advisor
Union Bank Jun 2016 - Dec 2017
Senior Financial Advisor Ubis
Wells Fargo Advisors Mar 2015 - Jan 2016
Financial Advisor
Wells Fargo Advisors Sep 2012 - Feb 2015
Regional Bank Private Banker
Education:
California State University, Northridge 1997 - 2001
Bachelors, Bachelor of Science, Financial Management, Finance
Bachelors, Bachelor of Science, Financial Management, Finance
Skills:
Credit
Financial Advisory
Portfolio Management
Investments
Retirement Planning
Finance
Financial Services
Financial Advisory
Portfolio Management
Investments
Retirement Planning
Finance
Financial Services
Financial Advisor At Edward Jones
View pagePosition:
Financial Advisor at Edward Jones
Location:
Greater San Diego Area
Industry:
Financial Services
Work:
Edward Jones since Jun 2009
Financial Advisor
Banc of America Investments Oct 2006 - May 2009
Financial Advisor
Wells Fargo 2002 - 2006
Banker
Financial Advisor
Banc of America Investments Oct 2006 - May 2009
Financial Advisor
Wells Fargo 2002 - 2006
Banker
Education:
California State University-Northridge
Bachelor, Finance
Bachelor, Finance
Financial Advisor At Edward Jones
View pagePosition:
Financial Advisor at Edward Jones
Location:
Greater San Diego Area
Industry:
Investment Management
Work:
Edward Jones since Jul 2009
Financial Advisor
Banc of America Investments Oct 2006 - Mar 2009
Financial Advisor
Financial Advisor
Banc of America Investments Oct 2006 - Mar 2009
Financial Advisor
Education:
California State University-Northridge 1997 - 2001
Bachelor of Science, Finance
Bachelor of Science, Finance