Position:
Tuition Financial Consultant at TIAA-CREF
Work:
TIAA-CREF
- Pasadena, Ca since Sep 2007
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Tuition Financial Consultant
Crown Capital Securities, L.P.
- Orange County, California Area Feb 2006 - Sep 2007
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Assistant to the Chief Compliance Officer
Integrity Planners Inc.
- Upland, Ca Jun 2002 - Feb 2006
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Financial Administrator
Education:
University of La Verne 2007 - 2009
MBA, Business Administration
Skills:
Retirement, Securities, Asset Allocation, Insurance, Portfolio Management, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Investments, Social Media, Strategic Financial Planning