Resumes
Resumes
Financial Advisor
View pagePosition:
Financial Advisor at VALIC Financial
Location:
San Francisco Bay Area
Industry:
Investment Management
Work:
VALIC Financial - VALIC Financial Advisors, Inc. since Jul 2011
Financial Advisor
New York LIfe Insurance Company Jun 2009 - Dec 2009
Insurance Agent
Bear, Stearns & Co. Inc. Jan 1983 - Nov 2007
Employee
Financial Advisor
New York LIfe Insurance Company Jun 2009 - Dec 2009
Insurance Agent
Bear, Stearns & Co. Inc. Jan 1983 - Nov 2007
Employee
Education:
Loyola Marymount University 1978 - 1980
BA, English
BA, English
Honor & Awards:
Volunteer of the Year 2008
Technical Writer
View pageLocation:
675 Cedarberry Ln, San Rafael, CA 94903
Industry:
Financial Services
Work:
Quest Capital Strategies, Inc. - San Rafael, Ca since Jun 2013
Registered Representative
VALIC - Emeryville, Ca Jul 2011 - Apr 2013
Financial Advisor
New York LIfe Insurance Company Jun 2009 - Dec 2009
Insurance Agent
Bear, Stearns & Co. Inc. Jan 1983 - Nov 2007
Employee
Registered Representative
VALIC - Emeryville, Ca Jul 2011 - Apr 2013
Financial Advisor
New York LIfe Insurance Company Jun 2009 - Dec 2009
Insurance Agent
Bear, Stearns & Co. Inc. Jan 1983 - Nov 2007
Employee
Education:
Loyola Marymount University 1978 - 1980
BA, English
BA, English
Skills:
Mutual Funds
Investments
Series 7
Retirement Planning
Securities
Retirement
Series 63
Fixed Annuities
Insurance
Financial Services
Bonds
Bloomberg
Iras
Pensions
Finance
Wealth
Investments
Series 7
Retirement Planning
Securities
Retirement
Series 63
Fixed Annuities
Insurance
Financial Services
Bonds
Bloomberg
Iras
Pensions
Finance
Wealth
Interests:
Social Services