Resumes
Resumes

Senior Vice President
View pageLocation:
Fresno, CA
Industry:
Financial Services
Work:
Wells Fargo Advisors
Senior Vice President - Investments at the Trippel Group
Morgan Stanley Jun 2007 - Apr 2009
Financial Advisor
Santa Barbara Asset Management Jan 2005 - May 2007
Portfolio Accountant
Jan 2005 - May 2007
Senior Vice President
Senior Vice President - Investments at the Trippel Group
Morgan Stanley Jun 2007 - Apr 2009
Financial Advisor
Santa Barbara Asset Management Jan 2005 - May 2007
Portfolio Accountant
Jan 2005 - May 2007
Senior Vice President
Education:
Westmont College 2001 - 2005
Bachelors, Bachelor of Arts, Economics, Business
Bachelors, Bachelor of Arts, Economics, Business
Skills:
Investments
Mutual Funds
Retirement Planning
Financial Advisory
Retirement
Asset Allocation
Securities
Life Insurance
Investment Strategies
Team Leadership
Leadership Development
Rugby
Mutual Funds
Retirement Planning
Financial Advisory
Retirement
Asset Allocation
Securities
Life Insurance
Investment Strategies
Team Leadership
Leadership Development
Rugby
Interests:
Working Out
Spending Time With My Family
I Enjoy Hunting
Golfing
Spending Time With My Family
I Enjoy Hunting
Golfing
Certifications:
Crps® - Chartered Retirement Plans Specialist
College For Financial Planning
Crpsâ® - Chartered Retirement Plans Specialist
College For Financial Planning
Crpsâ® - Chartered Retirement Plans Specialist