Resumes
Resumes
Financial Advisor, Cuso Financial Services, Lp
View pageLocation:
San Francisco, CA
Industry:
Financial Services
Work:
San Francisco Fire Credit Union since Sep 2009
Financial Advisor, CUSO Financial Services
The Commonwealth Club of California since Jan 2005
Forum Chair
New Leaf Services since Dec 2004
Board of Directors
Wells Fargo Advisors, LLC Jan 2005 - Sep 2009
Vice President, Senior Financial Consultant
Citicorp Investment Services Oct 2003 - Dec 2004
Financial Executive
Financial Advisor, CUSO Financial Services
The Commonwealth Club of California since Jan 2005
Forum Chair
New Leaf Services since Dec 2004
Board of Directors
Wells Fargo Advisors, LLC Jan 2005 - Sep 2009
Vice President, Senior Financial Consultant
Citicorp Investment Services Oct 2003 - Dec 2004
Financial Executive
Education:
Golden Gate University 1992 - 1997
Bachelor of Science, FinanceGolden Gate University provided a fine education and exceptional instruction. I enjoyed my years at this school tremendously. I received scholarship awards and was on the dean's list every semester. I also worked on development projects for the University's planned giving department. Santa Clara University - Leavey School of Business 1985 - 1987
Bachelor of Science, FinanceGolden Gate University provided a fine education and exceptional instruction. I enjoyed my years at this school tremendously. I received scholarship awards and was on the dean's list every semester. I also worked on development projects for the University's planned giving department. Santa Clara University - Leavey School of Business 1985 - 1987