Resumes
Resumes
Private Client Advisor
View pageLocation:
P/O Box 1319, Ramona, CA
Industry:
Investment Management
Work:
J.P. Morgan Chase Bank, N.A. - Ramona, CA since Apr 2013
Private Client Advisor
Merrill Lynch - Rancho Bernardo, CA Jun 2011 - Apr 2013
Financial Advisor
Chase Investment Services Corp - Greater San Diego Area Sep 2010 - May 2011
Investment Manager
First Financial Equity Corporation / Integrity Investment Management Mar 2009 - Oct 2010
Managing Director / Senior Financial Advisor
Banc of America Investments Jun 2004 - Feb 2009
Market Director
Private Client Advisor
Merrill Lynch - Rancho Bernardo, CA Jun 2011 - Apr 2013
Financial Advisor
Chase Investment Services Corp - Greater San Diego Area Sep 2010 - May 2011
Investment Manager
First Financial Equity Corporation / Integrity Investment Management Mar 2009 - Oct 2010
Managing Director / Senior Financial Advisor
Banc of America Investments Jun 2004 - Feb 2009
Market Director
Education:
San Diego State University-California State University 1981 - 1985
B.S., Financial Services
B.S., Financial Services
Skills:
Advisory
Financial Advisory
San
Investment Management
Financial Advisory
San
Investment Management
Interests:
Children
Electronics
Traveling
Home Improvement
Music
I Also Enjoy Cooking
Movies
Home Decoration
An Avid Motorcycle Enthusiast
Electronics
Traveling
Home Improvement
Music
I Also Enjoy Cooking
Movies
Home Decoration
An Avid Motorcycle Enthusiast
Vice President, Private Client Advisor At J.p. Morgan
View pagePosition:
Vice President, Private Client Advisor at J.P. Morgan
Location:
Greater San Diego Area
Industry:
Investment Management
Work:
J.P. Morgan - Ramona, CA since Apr 2013
Vice President, Private Client Advisor
Merrill Lynch - Rancho Bernardo, CA Jun 2011 - Apr 2013
Financial Advisor
Chase Investment Services Corp - Greater San Diego Area Sep 2010 - May 2011
Investment Manager
First Financial Equity Corporation / Integrity Investment Management Mar 2009 - Oct 2010
Managing Director / Senior Financial Advisor
Banc of America Investments Jun 2004 - Feb 2009
Market Director
Vice President, Private Client Advisor
Merrill Lynch - Rancho Bernardo, CA Jun 2011 - Apr 2013
Financial Advisor
Chase Investment Services Corp - Greater San Diego Area Sep 2010 - May 2011
Investment Manager
First Financial Equity Corporation / Integrity Investment Management Mar 2009 - Oct 2010
Managing Director / Senior Financial Advisor
Banc of America Investments Jun 2004 - Feb 2009
Market Director
Education:
San Diego State University-California State University 1981 - 1985
B.S., Financial Services
B.S., Financial Services
Skills:
Wealth Management
Training & Development
Recruitment/Retention
Wealth Management Services
Retirement Planning
Series 7
Series 24
Training & Development
Recruitment/Retention
Wealth Management Services
Retirement Planning
Series 7
Series 24
Interests:
An avid motorcycle enthusiast. I also enjoy cooking, traveling, hiking and cheering on my wife at horse shows.