Account Operations Representative at JSF Financial, LLC
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work:
JSF Financial, LLC - Los Angeles since Jan 2013
Account Operations Representative
Zecco Trading, Inc - Glendale, CA Feb 2011 - Jan 2013
Banking and Retirement Specialist
Brown & Brown, Inc Aug 2010 - Feb 2011
Claims Analyst I
Crystal Cove Wealth Management Jan 2010 - Aug 2010
Wealth Advisor Intern
Wells Fargo Bank Sep 2009 - Aug 2010
Teller
Education:
California State University-Fullerton 2005 - 2010
BA, Finance and Risk Management & Insurance
Skills:
Series 63 Series 7 Mutual Funds Strategic Financial Planning Retirement Planning Uniform Combined State Law FINRA Microsoft Excel
Dawn J, Henry Williams, Amanda Fuentes, Christian Gomez, Carmen Rueda, Cheniqua Terry, Aloke Blake, Sonia Rosario, Marlon Jackson, Valeska Ramirez, Johanna Valdez, Roberto Perez
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