Resumes
Resumes
Director Of Investor Relations Division
View pageLocation:
419 Choctaw Pl, Placentia, CA 92870
Industry:
Financial Services
Work:
Northwestern Mutual since Jun 2010
Financial Representative
Northwestern Mutual - Orange, CA since Jun 2010
Administrative Assistant
InHouseLender.com 2012 - 2012
seller
MADISON PARK NEIGHBORHOOD ASSOCIATION 2010 - 2012
PRESIDENT
Centaurus Financial Inc Mar 2007 - Jun 2010
Trading Analyst/ Everbank Product Specialist/ HSA Product Specialist
Financial Representative
Northwestern Mutual - Orange, CA since Jun 2010
Administrative Assistant
InHouseLender.com 2012 - 2012
seller
MADISON PARK NEIGHBORHOOD ASSOCIATION 2010 - 2012
PRESIDENT
Centaurus Financial Inc Mar 2007 - Jun 2010
Trading Analyst/ Everbank Product Specialist/ HSA Product Specialist
Education:
California State University of Fullerton 2002 - 2004
Bachelor of Arts, Business Administration California State University-Fullerton - College of Business and Economics 2002 - 2004
Bachelor's degree, Finance and Financial Management Services
Bachelor of Arts, Business Administration California State University-Fullerton - College of Business and Economics 2002 - 2004
Bachelor's degree, Finance and Financial Management Services
Skills:
Wealth Management
Investments
Mutual Funds
Finance
Fixed Annuities
Financial Planning
Team Building
Insurance
Retirement Planning
Securities
Series 63
Investment Advisory
Marketing
Management
Small Business
Finra
Sales
Retirement
Strategic Financial Planning
Portfolio Management
Equities
Asset Managment
Asset Allocation
Due Diligence
Credit
Analysis
Alternative Investments
401K
Trading
Mortgage Lending
Life Insurance
Asset Management
Credit Analysis
Personal Finance
Bonds
Loans
Banking
Accounting
Underwriting
Risk Management
Investments
Mutual Funds
Finance
Fixed Annuities
Financial Planning
Team Building
Insurance
Retirement Planning
Securities
Series 63
Investment Advisory
Marketing
Management
Small Business
Finra
Sales
Retirement
Strategic Financial Planning
Portfolio Management
Equities
Asset Managment
Asset Allocation
Due Diligence
Credit
Analysis
Alternative Investments
401K
Trading
Mortgage Lending
Life Insurance
Asset Management
Credit Analysis
Personal Finance
Bonds
Loans
Banking
Accounting
Underwriting
Risk Management
Languages:
Spanish
Certifications:
Series 7
Series 66
Series 6
Series 63
Regional Compliance Principal
Series 24
Series 66
Series 6
Series 63
Regional Compliance Principal
Series 24