Merrill Lynch since Jul 2010
Financial Advisor
Napa Young Professionals since Jan 2009
Co-Founder
Wells Fargo Advisors May 2009 - Nov 2009
Financial Advisor
Merrill Lynch Feb 2007 - May 2009
Financial Advisor
Berkeley Police Department Aug 2003 - Aug 2006
Police Aide
Education:
St. Mary's College of California 2010 - 2011
MS/MBA, Finance
CSU-California Maritime Academy
B.S., International Business & Logistics
Vintage High School
Skills:
Investments Portfolio Management Series 7 Investment Strategies Strategic Financial Planning Wealth Management Financial Analysis Retirement Planning Mutual Funds Uniform Combined State Law Series 63 Finance New Business Development Asset Managment