Work:
National Financial Partners
Apr 2007 - Oct 2012
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AVP, Advanced Sales
Goodman & Herbert
Nov 1999 - Mar 2005
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Attorney
Business & Professional Bank
Jul 1989 - Mar 1993
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Controller/Accountant
Education:
University of the Pacific - McGeorge School of Law 1995 - 1998
JD, Law
University of California, Davis 1988 - 1994
BA, Economics
Skills:
Wealth Transfer, Trusts, Tax, Estate Planning, Asset Protection, Wills, Business Planning, Elder Law, Life Settlements, Premium Financing, Charitable Giving Strategies, Charitable Trusts, Insurance, Life Insurance, Estate Law, High Net Worth Individuals, Estate Tax Planning