Citi
Registered Client Service Associate
Sprague Wealth Solutions Jan 2014 - Jul 2014
Director of Client Services
Summit Wealth & Retirement Partners Dec 2010 - Dec 2013
Client Services Manager
Burr Tax & Financial Services Mar 1998 - Sep 2010
Owner
Education:
High School
Skills:
Investments Series 7 Series 6 Series 63 Life Insurance
Interests:
Football Collecting Antiques Exercise Nascar Home Improvement Reading Gourmet Cooking Sports Watching Auto Racing The Arts Golf Hockey Watching Hockey Home Decoration Watching Sports Cooking Gardening Electronics Auto Racing Crafts Music Dogs Family Values Movies Collecting Christianity Kids Cats Travel Career Investing Watching Football
Sprague Wealth Solutions San Ramon, CA Jan 2014 to Jul 2014 DIRECTOR OF CLIENT SERVICESSummit Wealth & Retirement Partners, Inc Walnut Creek, CA Dec 2010 to Jan 2014 CLIENT SERVICES MANAGERBurr Tax & Financial Service Pleasant Hill, CA Mar 1998 to Sep 2010 OFFICE MANAGER/REPRESENTATIVE ASSISTANT