Resumes
Resumes
Director Of Business Planning And Analysis
View pageLocation:
1381 Calzada Ave, Santa Ynez, CA 93460
Industry:
Financial Services
Work:
Courtney Capital Management since Mar 2010
President
Buellton Chamber of Commerce since Jan 2008
Vice President
Wells Fargo Advisors, LLC Feb 2009 - Mar 2010
Financial Advisor
Wachovia Securities, LLC. 2008 - Oct 2009
Financial Advisor
A.G. Edwards & Sons, Inc. Aug 2007 - Jan 2008
Financial Consultant
President
Buellton Chamber of Commerce since Jan 2008
Vice President
Wells Fargo Advisors, LLC Feb 2009 - Mar 2010
Financial Advisor
Wachovia Securities, LLC. 2008 - Oct 2009
Financial Advisor
A.G. Edwards & Sons, Inc. Aug 2007 - Jan 2008
Financial Consultant
Education:
University of the Pacific - Eberhardt School of Business 2005 - 2007
MBA, Finance University of the Pacific 2003 - 2006
BS, EconomicsApplied Economics Degree Santa Ynez Valley Union High School 1994 - 1998
MBA, Finance University of the Pacific 2003 - 2006
BS, EconomicsApplied Economics Degree Santa Ynez Valley Union High School 1994 - 1998
Skills:
Investments
Strategic Financial Planning
Strategy
Finance
Roth Ira
Wealth Management
Retirement Planning
Mortgage Banking
Estate Planning
Real Estate
Risk Management
Project Management
Long Term Care Insurance
Management
Strategic Financial Planning
Strategy
Finance
Roth Ira
Wealth Management
Retirement Planning
Mortgage Banking
Estate Planning
Real Estate
Risk Management
Project Management
Long Term Care Insurance
Management
Interests:
Guitar
Developing Economies
Investing
Technology
Snowboarding
Camping
Jeepster Commando
Developing Economies
Investing
Technology
Snowboarding
Camping
Jeepster Commando
Information Assurance And Security Engineer
View pageLocation:
Orange County, California Area
Industry:
Computer & Network Security
Director Of Public Relations At Syv Rotary Club
View pageLocation:
Santa Barbara, California Area
Industry:
Financial Services