Series 6 • Investment Company Products/Variable Con... • Registered CA (August 6 • 2004) • Series 63 • Uniform Securities Agent State Law • Registered CA (November 5 • 2004) (Expired in 2012 • Organizational Decision) • Proficient in Microsoft Word • Excel • and Outlook as well as many other office...
Feb 2008 to 2000 401(K) Retirement Plan Account ManagerFRANKLIN TEMPLETON INVESTOR SERVICES, LLC Rancho Cordova, CA Oct 1999 to Feb 2008 Retirement Service/Premier Services/Financial Advisor ServiceCOMPUSA Sacramento, CA Nov 1997 to Jun 2000 Retail/Small Business SalesCOMPUSA
Jan 1999 to Dec 1999 Small Business Sales
Education:
CALIFORNIA STATE UNIVERSITY 1999 Bachelor of Arts in Psychology
Skills:
Series 6, Investment Company Products/Variable Contracts Representative, Registered CA (August 6, 2004), Series 63, Uniform Securities Agent State Law, Registered CA (November 5, 2004) (Expired in 2012, Organizational Decision), Proficient in Microsoft Word, Excel, and Outlook as well as many other office software and investment platforms.
Chris Hofstetter (1967-1971), William Tinen (1965-1969), Kim Sherman (1963-1967), Howard Greene (1975-1979), Robert Hynes (1971-1975), Kirk Schwiebert (1973-1977)