Resumes
Resumes

Financial Advisor
View pageLocation:
679 Rincon Rd, El Sobrante, CA 94803
Industry:
Financial Services
Work:
Wells Fargo Advisors - Walnut Creek, CA since Mar 2013
Financial Advisor
Fidelity Investments - Walnut Creek, CA Apr 2010 - Mar 2013
Relationship Manager
Kensington Investment Group - Orinda, CA Jan 2005 - Jun 2009
Senior Compliance Analyst
Deutsche Bank - San Francisco Jul 2002 - Jan 2005
Private Client Associate
Bank of America - San Francisco / Oakland, CA 1996 - 2001
Bank of America Investment Services / Montgomery Securities
Financial Advisor
Fidelity Investments - Walnut Creek, CA Apr 2010 - Mar 2013
Relationship Manager
Kensington Investment Group - Orinda, CA Jan 2005 - Jun 2009
Senior Compliance Analyst
Deutsche Bank - San Francisco Jul 2002 - Jan 2005
Private Client Associate
Bank of America - San Francisco / Oakland, CA 1996 - 2001
Bank of America Investment Services / Montgomery Securities
Skills:
Finance
Mutual Funds
Investments
Financial Services
Equities
Relationship Management
Alternative Investments
Securities
Fixed Income
Capital Markets
Risk Management
Mutual Funds
Investments
Financial Services
Equities
Relationship Management
Alternative Investments
Securities
Fixed Income
Capital Markets
Risk Management
Languages:
English