Resumes
Resumes

San Francisco
View pageLocation:
2552 Joseph Dr, Alamo, CA 94507
Industry:
Financial Services
Work:
Northwestern Mutual
Certified Financial Plannerâ
Northwestern Mutual
Wealth Management Advisor
Zurich North America 2007 - 2009
Account Executive
Reactrix Systems, Inc. 2005 - 2007
Senior Sales Account Executive
Fitness Formula Clubs 2003 - 2005
Director of Sales and Marketing
Certified Financial Plannerâ
Northwestern Mutual
Wealth Management Advisor
Zurich North America 2007 - 2009
Account Executive
Reactrix Systems, Inc. 2005 - 2007
Senior Sales Account Executive
Fitness Formula Clubs 2003 - 2005
Director of Sales and Marketing
Education:
University of Colorado Boulder 1998 - 2002
Bachelors, Psychology Gonzaga University 2000 - 2001
Bachelors, Psychology Gonzaga University 2000 - 2001
Skills:
Leadership
Strategic Financial Planning
Finance
Retirement Planning
Securities
Financial Analysis
Investments
Long Term Care Insurance
Life Insurance
Disability Insurance
Variable Annuities
College Education Planning
Executive Benefit Strategies
Retirement Income Strategies
Strategic Financial Planning
Finance
Retirement Planning
Securities
Financial Analysis
Investments
Long Term Care Insurance
Life Insurance
Disability Insurance
Variable Annuities
College Education Planning
Executive Benefit Strategies
Retirement Income Strategies
Certifications:
Cfp (Certified Financial Planner)
Finra Series 7, 6 & 63
Clu (Chartered Life Underwriter)
California License (Life, Accident & Health, Ltc, Variable Contracts Agent)
Ricp (Retirement Income Certified Professional)
Chfc (Chartered Financial Consultant)
License Cfp Board Id Number: 170937
Cltc (Certified In Long Term Care)
License #0F55297
License 0F55297
Finra Series 7, 6 & 63
Clu (Chartered Life Underwriter)
California License (Life, Accident & Health, Ltc, Variable Contracts Agent)
Ricp (Retirement Income Certified Professional)
Chfc (Chartered Financial Consultant)
License Cfp Board Id Number: 170937
Cltc (Certified In Long Term Care)
License #0F55297
License 0F55297
