Resumes
Resumes
Vice President Path Financial Services
View pageLocation:
132 Promontory Dr west, Newport Beach, CA 92660
Industry:
Financial Services
Work:
The Path Alliance
Vice President Path Financial Services
Billinger Wexler Financial
Partner at Billinger Wexler Financial
Lincoln Financial Advisors
Registered Representative
Principal Financial Group Oct 1, 2015 - Nov 2017
Senior Financial Representative
Citizenstrust Dec 2013 - Sep 2015
Program Manager and Insurance Specialist
Vice President Path Financial Services
Billinger Wexler Financial
Partner at Billinger Wexler Financial
Lincoln Financial Advisors
Registered Representative
Principal Financial Group Oct 1, 2015 - Nov 2017
Senior Financial Representative
Citizenstrust Dec 2013 - Sep 2015
Program Manager and Insurance Specialist
Education:
Woodrow Wilson High School, Long Beach, Ca
Woodrow Wilson High School (West Virginia)
Woodrow Wilson High School
Wilson High School
California State University, Long Beach
Bachelors, Bachelor of Science, Business Administration, Business
Woodrow Wilson High School (West Virginia)
Woodrow Wilson High School
Wilson High School
California State University, Long Beach
Bachelors, Bachelor of Science, Business Administration, Business
Skills:
Business Continuation Strategies
Estate Planning
Executive Benefit Strategies
Informal Business Valuations
Wealth Accumulation
Retirment Planning
Buy Sell Review
Estate Planning
Executive Benefit Strategies
Informal Business Valuations
Wealth Accumulation
Retirment Planning
Buy Sell Review