Position:
Financial Consultant at E*TRADE Financial
Location:
San Francisco, California
Work:
E*TRADE Financial
- Palo Alto, CA since Feb 2013
-
Financial Consultant
Brokers International Financial Services, LLC
- San Francisco Bay Area Nov 2010 - Jan 2013
-
Financial Advisor
Owen Financial Services
- San Francisco Bay Area Jul 2007 - Jan 2013
-
Wealth Advisor
Mutual of Omaha
Feb 2010 - Oct 2010
-
Financial Advisor
Wells Fargo
Aug 2008 - Jan 2010
-
Personal Banker/Loan Officer
Wells Fargo Investments
Aug 2008 - Jan 2010
-
Investment Advisor
Wells Fargo Financial
Jul 2007 - Jul 2008
-
Credit Manager
Enterprise Rent a Car
Jul 2003 - Jun 2007
-
Branch Rental Manager
NOAA Fisheries OLE
Jan 2002 - May 2002
-
National Outreach Intern
Education:
American University 1999 - 2002
B.A., Communications, Law, Economics & Government
Palo Alto High School 1992 - 1995
Skills:
Registered Investment Advisor, Insurance, Strategic Financial Planning, Investments, Series 7, Series 66, Retirement Planning, Retirement, Financial Analysis, Wealth Management, Fixed Annuities, Indexed Annuities, Life Insurance, Securities, Mutual Funds, Strategic Planning, Financial Services, Public Speaking, Relationship Management, Estate Planning, Wealth Planner, Wealth Advisor, Recruiting, Sales, Training
Honor & Awards:
Fleet Growth Award - Enterprise Rent-a-Car (2006)
Exceptional Customer Service Award - J.D. Power & Assoc. (2005,2006,2007)