Resumes
Resumes
Director Of Retirement Services At Burnham Gibson Financial Group
View pagePosition:
Director of Retirement Services at Burnham Gibson Financial Group
Location:
Irvine, California
Industry:
Financial Services
Work:
Burnham Gibson Financial Group since Jun 2011
Director of Retirement Services
The Standard Aug 2008 - Sep 2010
Relationship Manager
Union Bank of California 2006 - 2008
Relationship Manager
Transamerica Retirement Services (Aegon subsidiary) 2004 - 2006
Western Regional Manager - Client Services
Principal Financial Group 2001 - 2004
Account Executive
Director of Retirement Services
The Standard Aug 2008 - Sep 2010
Relationship Manager
Union Bank of California 2006 - 2008
Relationship Manager
Transamerica Retirement Services (Aegon subsidiary) 2004 - 2006
Western Regional Manager - Client Services
Principal Financial Group 2001 - 2004
Account Executive
Education:
St. Petersburg Junior College
AA
AA
Skills:
401k
Defined Benefit
Retirement
Mutual Funds
Series 6
Series 63
Retirement Planning
Retirement Plan Consulting
Investments
ERISA
Series 7
Profit Sharing
Employee Benefits
Pensions
Relationship Management
Defined Benefit
Retirement
Mutual Funds
Series 6
Series 63
Retirement Planning
Retirement Plan Consulting
Investments
ERISA
Series 7
Profit Sharing
Employee Benefits
Pensions
Relationship Management