Merrill Lynch
Wealth Management Advisor, Assistant Vice President
Ubs Oct 2000 - Aug 2009
Investment Associate
Arcs Commercial Mortgage Aug 1997 - Nov 1999
Production Analyst
Education:
California State University, Northridge 1994 - 1997
Bachelors, Finance
California State University System 1994 - 1997
Bachelors
Florida State University
Skills:
Customized Retirement Planning Women Investors Goals Based Investment Strategies College Education Planning Financial Education Social Security Analysis Family Wealth Transfer Estate Planning Services Portfolio Management Investments Asset Allocation Finance Wealth Financial Planning Financial Analysis Asset Management
Languages:
English
Certifications:
Certified Financial Planner Chartered Retirement Planning Counselor Personal Investment Advisor Cfp Board College of Financial Planning
Walnut Grove Elementary School Simi Valley CA 1965-1971, Apollo High School Simi Valley CA 1972-1979, Hillside Junior High School Simi Valley CA 1973-1976