Position:
Development Internal Wholesaler at OneAmerica
Work:
OneAmerica
- San Marcos, CA since Oct 2011
-
Development Internal Wholesaler
Hotchkis and Wiley Capital Management
Dec 2006 - May 2009
-
Internal Wholesaler
Wells Fargo Investments
Dec 2005 - Dec 2006
-
Financial Consultant Associate
Morgan Stanley Smith Barney
Aug 2004 - Dec 2005
-
Sales Assistant
Banc of America Investments
Sep 2003 - Apr 2004
-
Sales Assistant
Education:
University of California, Irvine 2001 - 2003
Bachelor of Arts, Political Science
Skills:
Investments, Mutual Funds, Series 7, Financial Advisory, Analysis, Series 63, Wealth Management, Retirement Planning, Asset Allocation, Asset Managment, Securities, Fixed Annuities, Alternative Investments, Investment Advisory, Portfolio Management, Strategic Financial Planning, Marketing, Equities, Finance, Financial Services