Position:
Financial Solutions Advisor at Bank of America Merrill Edge
Location:
West Palm Beach, Florida Area
Work:
Bank of America Merrill Edge
- South Florida Region since Jul 2012
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Financial Solutions Advisor
Bank of America Merrill Lynch
- Greater San Diego Area Oct 2010 - Jul 2012
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Senior Financial Advisor
Morgan Stanley (Smith Barney)
- Greater San Diego Area Jan 2007 - Oct 2010
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Financial Advisor
Banc of America Investment Services, Inc.
- Greater San Diego Area May 2004 - Oct 2007
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Financial Advisor
Education:
San Diego State University-California State University
BA, Economics
Skills:
Retirement Planning, Investments, Personal Finance, Relationship Management, Team Leadership, Business Development, Public Speaking, Leadership, Management, Finance
Honor & Awards:
Smith Barney Blue Chip Council Award 2007,
Named a 2010 FIVE STAR Wealth Manager as seen in the February 2010 issue of San Diego Magazine