Napa Valley Wealth Management since Feb 1984
Chief Investment Officer
Education:
California State University-Hayward - School of Business and Economics 1985 - 1988
MBA, Finance
California State University-Hayward 1980 - 1984
Business Administration, Finance
Skills:
Wealth Management Strategic Financial Planning Retirement Planning Investments Investment Management Estate Planning Investment Advisory Insurance Personal Financial Planning Tax Asset Protection Cash Flow Finance Financial Services Securities Public Speaking Leadership Portfolio Management Financial Analysis Personal Tax Planning Inheritance Tax Planning Business Tax Planning Charitable Gift Planning Financial Planning Nonprofit Consulting Small Business Financial Management Asset Allocation Investment Policy Statements Investment Portfolio Design Certified Financial Planner Certified Financial Analyst Non Profit Volunteering
Interests:
I Enjoy Fishing Social Services Children Sea Kayaking Economic Empowerment Education Poverty Alleviation Mountain Biking Human Rights Health
Certifications:
Certified Financial Planner (Cfp®) Chartered Financial Analyst (Cfa) Chartered Life Underwriter (Clu®) Certified Financial Planner Board of Standards, Inc. Chartered Financial Analyst Institute The American College of Financial Services
Westside Family Church Jan 2019 - Apr 2019
Conference Coordinator and Production Director
Avila University Jul 2017 - Aug 2018
Lecturer
The University of Kansas School of Business Jul 2017 - Aug 2018
Lecturer
Johnson County Community College Jul 2017 - Aug 2018
Adjunct Faculty Instructor
The University of Kansas Jan 2007 - Jun 2016
Education Program Manager, Integrated Marketing Communications Graduate Program
Education:
The University of Kansas School of Business 2003 - 2004
Master of Business Administration, Masters, Marketing, Management, International Business
The University of Kansas 2003 - 2004
Master of Business Administration, Masters, Business
University of Kansas - Graduate School of Business 2003 - 2004
Master of Business Administration, Masters, Marketing, Management, International Business
Baylor University 1985 - 1989
Bachelors, Bachelor of Arts, Bachelor of Science, Psychology
Skills:
Marketing Strategy Strategic Planning Integrated Marketing Marketing Communications Public Speaking Email Marketing Social Media Marketing Social Media Marketing Strategic Communications University Teaching Event Planning Advertising Content Marketing Training and Development Affinity Marketing Direct Marketing Online Advertising Public Relations Press Releases Copywriting
Interests:
Animal Welfare Children Arts and Culture Education
Languages:
English
Certifications:
Google Adwords Fundamentals and Video Marketing Certification Google Analytics Certification Inbound Marketing Certification Email Marketing Certification
Command Center Aug 2009 - Aug 2011
Temporary Hire
Juicy's Giant Hamburgers Nov 2002 - Jan 2004
Line Cook,Cashier, Team Member
Square One Solutions, Inc. Nov 2002 - Jan 2004
between Ft. Peck, Mont., and Sioux City, Iowa, is designated as a critical habitat for the plover and least tern, whose sand-colored eggs are tougher for predators to spot on sandbars. Yet most of that habitat is either under water or will be soon, said Kelly Crane, a corps biologist in Omaha, Neb.