Vacaville Rugby Club since Oct 2012
Vice President
Asset Strategies Group since Nov 2008
Financial Services Representative
Vacaville Public Education Foundation since Jan 2012
Corporate Secretary
MassMutual Financial Group since Nov 2008
Agent
Vacaville Rugby Club - Vacaville, CA Jun 2011 - Oct 2012
Club President
Education:
The American College 2011 - 2013
CLU, Insurance
University of California, Davis 2006 - 2008
BA, Economics, Psychology minor
Skills:
Life Insurance Retirement Insurance Disability Insurance Employee Benefits Strategic Financial Planning Small Business Long Term Care Insurance Long Term Care Erisa Buy Sell Agreements Fixed Annuities Investments Whole Life Brokers Term Life Insurance Leadership Retirement Planning Finance Financial Advisory Series 6 Series 7 Underwriting Executive Pay Business Iras Securities Financial Services 401K Wealth Financial Planners Pensions Wealth Management Variable Annuities Series 63 Critical Illness Universal Life Estate Planning Mutual Funds Personal Finance Health Insurance Investment Advisory Wealth Accumulation Roth Ira Investment Strategies Asset Allocation 401K Rollovers Retirement Services Executive Benefits Business Continuation
I aspire to be a leader in the financial planning industry and to be an admired mentor. Integrity is one of the most important characteristics wh... I hope to deliver constantly. I love meeting new p...