Club Treasurer for 2010-2011 at Rotary Club of West Calaveras, Independent Financial Advisor at Right On The Money
Location:
Stockton, California Area
Industry:
Financial Services
Work:
Rotary Club of West Calaveras since Jun 2010
Club Treasurer for 2010-2011
Right On The Money - Valley Springs, CA since Mar 2007
Independent Financial Advisor
NPB Financial Group 2009 - 2011
Financial Advisor
F&M Bank, Lodi, Linden, Modesto, Galt Dec 1994 - Sep 2002
Financial Advisor
Bank of America Jan 1988 - Dec 1994
Financial Advisor
Education:
California State University-Chico 1982 - 1984
B.S., Business Administration, Emphasis in Finance
California State University-Chico 1982 - 1984
Bachelor of Science (B.S.), Business/Finance
Skills:
Estate Planning Retirement Planning Long Term Care Insurance Investments Event Planning Marketing Retirement Sales