Advisors Pension Consulting Group
Partner
Coaching For Achievement
Owner
Jpmorgan Chase & Co. Sep 1997 - Aug 1999
National Sales Manager
Chase Vista Funds 1997 - 1999
National Sales Manager
Trilogy Financial Services 1997 - 1999
Consultant and Bod
Education:
Uc Santa Barbara 1965 - 1970
Bachelors, Bachelor of Arts, Religious Studies
Skills:
Investments Retirement Planning Financial Advisory Financial Services Retirement Wealth Management Leadership Mutual Funds Coaching 401K Series 7 Series 63 Investment Advisory Finance Fixed Annuities Asset Management Iras Wealth Accumulation Sales Management Estate Planning Process Improvement Portfolio Management Investment Strategies Alternative Investments Wealth Strategic Financial Planning Asset Allocation Series 6 Investment Management Life Insurance Financial Planning Financial Planners Securities 401K Rollovers
Interests:
Collecting Antiques Exercise Home Improvement Reading Gourmet Cooking Sports The Arts Home Decoration Cooking Gardening Outdoors Electronics Crafts Family Values Collecting Christianity Kids Travel Career Boating Investing Traveling