Resumes
Resumes
President
View pageLocation:
San Diego, CA
Industry:
Investment Management
Work:
Merrill Lynch - Greater San Diego Area since Mar 2012
Financial Advisor
Sonata Patio HOA - Escondido, CA since 2011
Secretary Treasurer
SDSU Business Alumni Network - San Diego, CA since Apr 2011
Executive Board of Directors
BNI Bnillionaires - San Diego, CA since 2010
President
Western Financial Planning Nov 2009 - Mar 2012
Investment Advisor
Financial Advisor
Sonata Patio HOA - Escondido, CA since 2011
Secretary Treasurer
SDSU Business Alumni Network - San Diego, CA since Apr 2011
Executive Board of Directors
BNI Bnillionaires - San Diego, CA since 2010
President
Western Financial Planning Nov 2009 - Mar 2012
Investment Advisor
Education:
San Diego State University-California State University 2000 - 2004
Bachelors, Economics
Bachelors, Economics
Interests:
Boating
Snowboarding
Motorcycles
Golfing
Surfing
Music
Wakeboarding
Snowboarding
Motorcycles
Golfing
Surfing
Music
Wakeboarding
Certifications:
Series 7
Series 66
Real Estate Salesperson License
Insurance - Life, Ltc, Disability
Finra
Ca Department of Real Estate
Ca Department of Insurance
Series 66
Real Estate Salesperson License
Insurance - Life, Ltc, Disability
Finra
Ca Department of Real Estate
Ca Department of Insurance
Financial Adviser At Merrill Lynch
View pagePosition:
Financial Advisor at Merrill Lynch, Secretary Treasurer at Sonata Patio HOA, Executive Board of Directors at SDSU Business Alumni Network, President at BNI Bnillionaires
Location:
Greater San Diego Area
Industry:
Investment Management
Work:
Merrill Lynch - Greater San Diego Area since Mar 2012
Financial Advisor
Sonata Patio HOA - Escondido, CA since 2011
Secretary Treasurer
SDSU Business Alumni Network - San Diego, CA since Apr 2011
Executive Board of Directors
BNI Bnillionaires - San Diego, CA since 2010
President
Western Financial Planning Nov 2009 - Mar 2012
Investment Advisor
Financial Advisor
Sonata Patio HOA - Escondido, CA since 2011
Secretary Treasurer
SDSU Business Alumni Network - San Diego, CA since Apr 2011
Executive Board of Directors
BNI Bnillionaires - San Diego, CA since 2010
President
Western Financial Planning Nov 2009 - Mar 2012
Investment Advisor
Education:
San Diego State University-California State University 2000 - 2004
Bachelors, Economics
Bachelors, Economics
Interests:
Boating, Golfing, Wakeboarding, Surfing, Snowboarding, Motorcycles, Music, and spending quality time with friends and family.
Certifications:
Series 7, FINRA
Series 66, FINRA
Real Estate Salesperson License, CA Department of Real Estate
Insurance - Life, LTC, Disability, CA Department of Insurance
Series 66, FINRA
Real Estate Salesperson License, CA Department of Real Estate
Insurance - Life, LTC, Disability, CA Department of Insurance