Regional Franchise Owner - San Diego at GolfTEC, CFP, CIMA, Wealth Mgt Advisor at Merrill Lynch
Location:
San Diego, California
Industry:
Financial Services
Work:
GolfTEC - Greater San Diego Area since Jun 2010
Regional Franchise Owner - San Diego
Merrill Lynch - 701 B Street 24th Floor San Diego CA 92101 since May 2009
CFP, CIMA, Wealth Mgt Advisor
Morgan Stanley Smith Barney Apr 1993 - Aug 2004
1st Vice President
Education:
LEAD SAN DIEGO
State University of New York - System
BS
University of Pennsylvania - The Wharton School
CIMA, Professional Certificate: Certified Investment Management Analyst