Prime Capital Equities Jun 2011 - Jul 2014
Partner
Speiro Investments Jun 2011 - Jul 2014
President
Td Ameritrade Aug 2008 - Jun 2011
Investment Consultant
Merrill Lynch Aug 2007 - Aug 2008
Financial Advisor
Morgan Stanley May 2006 - Aug 2007
Financial Advisor
Education:
Point Loma Nazarene University 2004 - 2005
Bachelors, Bachelor of Arts, Psychology
John Cabot University 2004 - 2004
West Hills High School, Santee Ca
Skills:
Investments Retirement Planning Wealth Management Mutual Funds Financial Advisory Asset Management Estate Planning Strategic Planning Portfolio Management 401K Finance Management Asset Managment Retirement Financial Services Employee Benefits Asset Allocation Investment Advisory Investment Management Alternative Investments 403 B Pensions Retirement Income Strategies Qualified Retirement Plan Management Defined Contribution Plan Management Defined Benefit Plan Management 403B
Interests:
Hiking Music Outdoor Adventures Spending Time With Family