Chino Hills High School
Teacher
Schoolsfirst Federal Credit Union Aug 2010 - Sep 2014
Retirement Plan Advisor
Schoolsfirst Federal Credit Union Aug 2010 - Sep 2014
Tpa Relationship Officer
Wells Fargo Jun 2009 - Aug 2010
Licensed Personal Banker
Wells Fargo Feb 2008 - Jun 2009
Personal Banker
Education:
Brandman University, Part of the Chapman University System 2017 - 2019
Chapman University 2002 - 2005
Bachelors, Bachelor of Business Administration, Marketing, Finance
Skills:
Retirement Planning Series 63 Investments Mutual Funds Series 7 Investment Advisory Relationship Management Retirement Plan Consulting Workshop Facilitation Educational Workshops Defined Benefit Plans Defined Contribution Plans 529 Plans Third Party Adminstration World Class Customer Service