Associate Client Advisor at Morton Capital Management
Location:
Calabasas, California
Industry:
Investment Management
Work:
Morton Capital Management - Calabasas, CA since Apr 2010
Associate Client Advisor
GMI (Global Market Insite, Inc.) - Los Angeles, CA 2007 - May 2011
Brokerage Consultant
GMI Feb 2007 - Nov 2008
Account Coordinator
Education:
University of California, Los Angeles 2010 - 2011
Certificate, Personal Financial Planning
University of Southern California 2003 - 2006
BS, Business Administration
Skills:
Market Research Leadership Sales Business Process Improvement Personal Financial Planning Sales Operations Competitive Analysis Market Analysis Business Development Account Management
Lake Norman Charter School Huntersville NC 1998-2002
Community:
Kaki Jean, Maurice Darbonnier, Shalondo Rankin, Randall Rehfuss, James Heilpern, Bryan Weynand, Elizabeth Puckett, Ashley Johnson, Haley Park, Katherine Mcfarland