Resumes
Resumes
Partner
View pageLocation:
824 East St, San Rafael, CA 94901
Industry:
Investment Management
Work:
Polaris Greystone Financial Group, Llc
Partner
Polaris Greystone Financial Group, Llc Mar 2014 - Sep 2017
Director
Gould Asset Management Oct 2012 - Feb 2014
Portfolio Manager
Farmers Insurance Mar 2010 - Oct 2012
Manager of Strategy
Sempra Energy Jun 2006 - Mar 2010
Senior Financial Analyst
Partner
Polaris Greystone Financial Group, Llc Mar 2014 - Sep 2017
Director
Gould Asset Management Oct 2012 - Feb 2014
Portfolio Manager
Farmers Insurance Mar 2010 - Oct 2012
Manager of Strategy
Sempra Energy Jun 2006 - Mar 2010
Senior Financial Analyst
Education:
California Lutheran University 2007 - 2008
Master of Business Administration, Masters University of Arizona, Eller College of Management 2006 - 2006
Bachelors, Bachelor of Science, Accounting
Master of Business Administration, Masters University of Arizona, Eller College of Management 2006 - 2006
Bachelors, Bachelor of Science, Accounting
Skills:
Portfolio Management
Wealth Management
Investment Management
Asset Allocation
Investments
Fixed Income
Derivatives
Covered Calls
Financial Planning
Financial Analysis
Financial Modeling
Strategic Financial Planning
Wealth Management
Investment Management
Asset Allocation
Investments
Fixed Income
Derivatives
Covered Calls
Financial Planning
Financial Analysis
Financial Modeling
Strategic Financial Planning
Certifications:
Chartered Financial Analyst (Cfa)
License 185069
Certified Financial Planner (Cfp®)
Series 65
License 185069
Certified Financial Planner (Cfp®)
Series 65