Position:
Account Manager at SLW Retirement Plan Advisors
Work:
SLW Retirement Plan Advisors
- Lafayette, CA since Apr 2013
-
Account Manager
Principal Financial Group
- Emeryville, CA Oct 2005 - Apr 2013
-
Internal Wholesaler
Citibank, F.S.B.
- Berkeley, CA Aug 2000 - Jul 2005
-
Client Financial Analyst
Education:
University of California, San Diego 1994 - 1999
Bachelor of Science, Management Science
University of California, Berkeley 2008 - 2010
Certificate, Personal Financial Planning
Skills:
401k, Investments, Mutual Funds, Insurance, Banking, Qualified Retirement Plans, Personal Financial Planning, 403 b, Retirement Planning
Honor & Awards:
Citibank Area Manager Golden Circle Award
Certifications:
FINRA Series 6, Financial Industry Regulatory Authority (FINRA)
FINRA Series 7, Financial Industry Regulatory Authority (FINRA)
FINRA Series 63, Financial Industry Regulatory Authority (FINRA)
FINRA Series 66, Financial Industry Regulatory Authority (FINRA)
California Life, Health, and Variable Contracts Insurance License, California Department of Insurance
Nevada Life, Health, and Variable Contracts Non-Resident Insurance License, Nevada Division of Insurance