Position:
Financial Advisor at Broad River (Sole Proprietorship)
Work:
Broad River
- Southern Oregon Region since Feb 2013
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Financial Advisor
Morgan Stanley Wealth Management
- Medford Oregon Mar 2011 - Feb 2013
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Financial Advisor
Julian Square Condominium Owners Association
2011 - 2012
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President
J.Michaels Fine Jewelry
Jul 1999 - Jan 2011
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Founder/President/CEO
Ben Bridge Jeweler
Sep 1991 - Jun 1996
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Store Manager - Arden Fair Mall, Sacramento Ca.
Education:
Southern Oregon University 1989 - 1991
Bachelor of Science, Business Administration
Skills:
Sales, Marketing, Advertising, Inventory Management, Analysis, Retail, Retirement Planning, Series 7, Wealth Management, Fixed Annuities, Investments, Strategic Financial Planning, Risk Management, Entrepreneurship, Leadership, Investment Advisory, Management, Strategic Planning
Interests:
Investing, Reading, Technology, Triathlon (Swim, Bike Run), Gourmet Cooking, Organic & Whole Foods, World Travel
Certifications:
Registered Jeweler, American Gem Society
Certified Gemologist, American Gem Society
Certified Gemologist Appraiser, American Gem Society
Certified Jewelry Store Manager, Jewelers Certification Council
Oregon Health/Life & Property Casualty License, Oregon State Insurance Division
Series 7 General Securities Representative License Exam, FINRA
Series 66 Combined State Law, FINRA