Cetera Financial Group Jan 2011 - May 2015
Director, Wealth Management Platforms
Voya Financial Jan 2011 - May 2015
Director, Platform Strategy and Product Deployment
Cetera Financial Group 2006 - 2010
Director, Advisory Billing and Reporting
Ing 2000 - 2006
Manager, Brokerage Operations
Education:
California State University, Long Beach 1989 - 2003
Bachelors, Bachelor of Science, Finance
Skills:
Wealth Management Financial Advisory Financial Services Series 7 Mutual Funds Securities Series 24 Investments Project Management Asset Allocation Investment Advisory Portfolio Management Finra Series 63 Retirement Planning