San Diego, CAVice President, Portfolio Advisor at private asset... I have been in the securities industry since 1998 and have over 20 years experience in corporate executive retirement planning and Fortune 500 technology sales... I have been in the securities industry since 1998 and have over 20 years experience in corporate executive retirement planning and Fortune 500 technology sales, as well as management roles in client service, human resources and operations. My multi-dimensional background has been a benefit to my...