Position:
Wealth Advisor at (private)
Work:
(private)
- Greater San Diego Area since Aug 2012
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Wealth Advisor
ULT Wealth Advisors
- Kirkland, WA Oct 2011 - Aug 2012
-
Principal, Founder, Wealth Advisor, Chief Compliance Officer
Ameriprise Financial Services, Inc.
- Bellevue, WA Jan 2007 - Oct 2011
-
Financial Advisor
Half Price Pots, Inc
Jun 2004 - Jan 2007
-
Director of Logistics and Technology
Wachovia Securities
Jun 2001 - Apr 2005
-
Financial Associate
Education:
University of Washington 2000 - 2004
Bachelor of Arts, Psychology
Woodinville High School
Honor & Awards:
Private Pilot - 2001 to Present