Suffolk University Law School DC Alumni Chapter - Board of Directors since 2009
Board Member
New York Life - Advanced Planning Group since 2009
Assistant Vice President
USPAACC 2009 - 2009
Educational Scholarship Committee
Morgan Stanley Smith Barney, LLC Apr 2007 - Nov 2009
Financial Planning Specialist / Wealth Management
Fairfax County Human Rights Commission 2005 - 2009
Commissioner
Education:
Smith Barney 2007
FPS, Financial Planning Specialist Designation
FINRA 2005
Series 7 and 66, General Securities Representative and Combined Investment Advisory Agent & Uniform State
State Insurance Licensing Board 2005
Suffolk University Law School 1995 - 1999
Juris Doctor, Law
Calvin College 1989 - 1992
Bachelor of Arts, Sociology
Skills:
Retirement Planning Estate Planning Investments Wealth Management Strategic Financial Planning Retirement Life Insurance Finance Fixed Annuities Financial Advisory Financial Services Series 7 Insurance Asset Management Mutual Funds Portfolio Management Asset Allocation Wealth Financial Markets Investment Advisory Securities Investment Strategies Leadership Risk Management Financial Planners 401K Disability Insurance Employee Benefits Iras Alternative Investments Wealth Management Services Term Life Insurance Pensions Uniform Combined State Law Series 6 Investment Management Finra High Net Worth Individuals Strategy Series 63 Long Term Care Long Term Care Insurance Succession Planning Personal Financial Planning 401K Rollovers Personal Finance Mergers and Acquisitions Equities Credit Variable Annuities
Languages:
Korean
Certifications:
Series 7: General Securities Representative Series 66: Registered Investment Advisor