Dsi Wealth Management Jan 1, 2013 - 2013
President and Chief Executive Officer
Wells Fargo 1980 - 1986
Vice President Loan Officer
Independent Wealth Management Professional 1980 - 1986
Personal Financial Consultant, Registered Rep., Financial Planner, Wealth Management Advisor
Education:
Willamette University 1972 - 1978
Master of Business Administration, Masters, Marketing, Business, Accounting, Finance
Willamette University 1972 - 1976
Bachelors, Bachelor of Science, Biology, Business
South Hills High School 1968 - 1972
So Hills High School
Skills:
Strategic Financial Planning Retirement Investments Retirement Planning Wealth Financial Markets Wealth Management Portfolio Management Investment Advisory Fixed Annuities Certified Financial Planner Mutual Funds Iras Wealth Management Services Estate Planning Finance 401K Rollovers Financial Planners Asset Allocation Securities Investment Strategies Financial Services Series 7 Financial Advisory High Net Worth Individuals Life Insurance Insurance Long Term Care Disability Insurance Equities 401K Investment Management Asset Management Bonds Finra Fixed Income Series 63 Series 6 Alternative Investments Etfs Series 65 Wealth Accumulation Term Life Insurance Personal Financial Planning Small Business Strategic Planning Financial Analysis Management Risk Management Customer Service