Social Services • Children • Boating • Economic Empowerment • Education • Catalina Island • Auto Racing • Disaster and Humanitarian Relief • Animal Welfare • Health
38320 Desert Greens Dr east, Palm Desert, CA 92260
Industry:
Financial Services
Work:
Pacific Financial Partners Dec 2014 - Aug 2015
Registered Representative
Signator Investors, Inc. 2009 - 2015
Registered Representative
Signature Resources Sep 2008 - 2015
Registered Representative
American Constructors Mar 2002 - Jun 2008
Dir.of Operations
Cunningham Bmw Jan 1998 - Mar 2002
Chief Executive Officer
Education:
University of Vast Experiences 1963 - 2009
Lutheran High School - Los Angeles 1958 - 1962
Skills:
Retirement Strategy Strategic Financial Planning Retirement Planning Mutual Funds Estate Planning Investments Financial Analysis Series 63 Series 65 Series 6 Cmfc 401K Asset Allocation Disability Insurance Wealth Finance Wealth Management Financial Advisory Iras Life Insurance Financial Planning
Interests:
Social Services Children Boating Economic Empowerment Education Catalina Island Auto Racing Disaster and Humanitarian Relief Animal Welfare Health