Merrill Lynch - 225 South Lake Avenue, Mezzanine Level Pasadena, Ca. 91101 since May 2012
Financial Advisor
Wells Fargo Advisors, LLC - 225 South Lake Ave. Suite 700 Pasadena, Ca. 91101 Oct 2011 - May 2012
Financial Advisor
David White & Associates - San Ramon, Ca. Feb 2010 - Apr 2011
Financial Advisor
BPI a Commercial Printer - Concord, Ca. Jan 2008 - Jan 2010
Account Representative
KAB, INC - Walnut Creek, Ca. Jan 1991 - Jan 2008
President / Owner
Education:
United States International University 1969 - 1971
Bachelor of Science (B.S.), Biology & Chemistry
Chapman University 1967 - 1969
Attended, Chemistry and Political Science
Pepperdine University 1974 - 1976
Skills:
Start-ups Strategic Financial Planning 401k Retirement Small Business Budgets Financial Services Marketing Entrepreneurship
Interests:
I am into all sports. Snow skiing, water skiing,
racquetball, tennis, basketball, and surfing. Supporting local business groups and non profits. Family events.
Over an 18 year period, my firm, KAB, donated and
supported the Walnut Creek Chamber of Commerce,
the local Art and Wine Festival, Movie Under the Stars, and
Walnut Creek's Annual Ice Rink.
Merrill Lynch May 2012 - Oct 2013
Financial Advisor
Associated With Orange Coast Magazine May 2012 - Oct 2013
Business Consultant and Prior Score Volunteer
Wells Fargo Advisors Oct 2011 - May 2012
Financial Advisor
David White & Associates Feb 2010 - Apr 2011
Financial Advisor
Business Point Impressions Jan 2008 - Jan 2010
Account Representative
Education:
Pepperdine University 1974 - 1976
Master of Business Administration, Masters
United States International University - Africa 1969 - 1971
Bachelors, Bachelor of Science, Biology, Chemistry
Chapman University 1967 - 1969
Heritage High School
Skills:
Start Ups Small Business Strategic Financial Planning Entrepreneurship Strategic Financial Marketing Retirement 401K Financial Services Budgets
Interests:
My Firm Walnut Creek's Annual Ice Rink Kab Water Skiing The Local Art and Wine Festival Racquetball Snow Skiing Andwalnut Creek's Annual Ice Rink Movie Under the Stars Basketball Tennis I Am Into All Sports And
2010 to 2000 Financial AdvisorBusiness Point Impressions Concord, CA 2008 to 2010 Account RepresentativeKAB, Inc Walnut Creek, CA 1991 to 2008 President / OwnerDifco Laboratories Detroit, MI 1986 to 1991 Vice President of Worldwide Sales and MarketingQuidel Inc La Jolla, CA 1984 to 1986 Vice President of Worldwide Sales and MarketingFoster Medical Corporation Dedham, MA 1982 to 1984 Vice President and General Manager, MidwestScientific Products Chicago, IL 1980 to 1982 Director of Respiratory Care GroupScientific Products Chicago, IL 1971 to 1982Scientific Products Chicago, IL 1979 to 1980 Biomedical Marketing ManagerScientific Products Boston, MA 1976 to 1979 Regional ManagerScientific Products
1971 to 1975 Sales Representative
Education:
Pepperdine University Los Angeles, CA 1974 to 1975 MBAUnited States International University San Diego, CA 1971 BS in Bio Chemistry / Dean
Skills:
Sales, Sales/Marketing management in the Ad, Print, Biotech/Healthcare, and Financial Services fields. Looking for opportunities in So. Cal or West Coast.