Wells Fargo
Investment and Fiduciary Services Product Marketing
Union Bank Nov 2009 - Nov 2010
Vice President - Manager, Private Bank Sales Development
Wells Fargo Oct 2004 - Oct 2009
National Account Manager
Atlas Funds Sep 2002 - Sep 2004
Senior Product Specialist
American Express Financial Advisors Jan 2002 - Sep 2002
Financial Advisor
Education:
University of Pennsylvania, Wharton Executive Education
Sonoma State University
University of San Francisco
Bachelors, Bachelor of Science, Applied Economics
Certified Investment Management Analyst (Cima) Certified Fund Specialist (Cfs) Securities License: Series 24 Securities License: Series 7 Securities License: Series 66 Imca Institute of Business & Finance Finra