Resumes
Resumes
Owner, Retirement Benefits Consulting
View pagePosition:
Co-Fournder/Executive Director of Consulting/Financial Planner at Retirement Benefits Consulting
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work:
Retirement Benefits Consulting since 2004
Co-Fournder/Executive Director of Consulting/Financial Planner
Retirement Benefits Consulting 2004 - 2011
Executive Director of Consulting
AIG Advisor Group 2001 - 2004
Financial Advisor
Inacom Information Systems 1997 - 2000
Account Representative
ENTEX Information Services/Siemens Business Services 1995 - 1997
Account Representatives
Co-Fournder/Executive Director of Consulting/Financial Planner
Retirement Benefits Consulting 2004 - 2011
Executive Director of Consulting
AIG Advisor Group 2001 - 2004
Financial Advisor
Inacom Information Systems 1997 - 2000
Account Representative
ENTEX Information Services/Siemens Business Services 1995 - 1997
Account Representatives
Education:
California State University-Northridge 1980 - 1985
Royal High School 1977 - 1980
Royal High School 1977 - 1980
Skills:
Investments
Retirement
Consultative Selling
Sales Management
Retirement
Consultative Selling
Sales Management
Acg, Alb, Qs And Vice President Membership And Treasurer For Prepared Speakers Tm
View pageLocation:
La Crescenta, CA
Industry:
Financial Services
Work:
Toastmasters International Jul 2013 - Dec 2015
Acg, Alb, Qs and Vice President Membership and Treasurer For Prepared Speakers Tm
Saife Jul 2013 - Dec 2015
Board Member and Co-Founder Speakers Association For Individual and Financial Education
Advisor Group 2001 - 2004
Financial Advisor
Retirement Benefits Consulting 2001 - 2004
Co-Founder and Executive Director of Consulting and Financial Planner
Inacom Information Systems 1997 - 2000
Account Representative
Acg, Alb, Qs and Vice President Membership and Treasurer For Prepared Speakers Tm
Saife Jul 2013 - Dec 2015
Board Member and Co-Founder Speakers Association For Individual and Financial Education
Advisor Group 2001 - 2004
Financial Advisor
Retirement Benefits Consulting 2001 - 2004
Co-Founder and Executive Director of Consulting and Financial Planner
Inacom Information Systems 1997 - 2000
Account Representative
Education:
California State University, Northridge 1980 - 1985
Royal High School 1977 - 1980
Landmark Education
Royal High School 1977 - 1980
Landmark Education
Skills:
Leadership
Investments
Retirement
Management
Finance
Sales
Sales Management
Retirement Planning
Securities
Selling
Insurance
Small Business
401K
Fixed Annuities
Iras
Strategic Financial Planning
Mutual Funds
Estate Planning
Business Planning
Long Term Care
Wealth Management
Asset Allocation
Nonprofits
Financial Advisory
Asset Management
Financial Planners
Investment Advisory
Series 7
Pensions
Mortgage Lending
Wealth
Financial Planning
Financial Education
Series 63
Consultative Selling
Investments
Retirement
Management
Finance
Sales
Sales Management
Retirement Planning
Securities
Selling
Insurance
Small Business
401K
Fixed Annuities
Iras
Strategic Financial Planning
Mutual Funds
Estate Planning
Business Planning
Long Term Care
Wealth Management
Asset Allocation
Nonprofits
Financial Advisory
Asset Management
Financial Planners
Investment Advisory
Series 7
Pensions
Mortgage Lending
Wealth
Financial Planning
Financial Education
Series 63
Consultative Selling
Interests:
Education
Economic Empowerment
Economic Empowerment