PERSHING LLC San Francisco, CA 2004 to 2013 Account Manager-Associate Vice President FINRA San Francisco, CA 2003 to 2004 Examiner RBC CORRESPONDENT SERVICES San Francisco, CA 1997 to 2003 Relationship Manager-Associate Vice President RBC CORRESPONDENT SERVICES
1997 to 2000 Systems Trainer
Education:
University of California, Berkeley Berkeley, CA 1994 Certificate in Personal Financial Planning Carlson School, University of Minnesota Bachelor of Science in Business Administration