Location
Pasadena, CA, US
Work
- Senior Financial Advisor, Vice President @ Merrill Lynch
- Private Client Banker and SBS @ JPMorgan Chase Bank N.A.
Education
- California State Polytechnic University, Pomona2006 - 2007
- Arcadia High School
High School
2002 - 2006
Skills
- Wealth Planning and Estate Planning Services
- Estate and Retirement Planning Services
- Client Account Management
- Wealth Preservation
- Personal and Institutional
- Sales and Marketing
- Goals Based Asset Management
- Exceptional Customer Service
- Goals Based Wealth Management
- Retirement Planning
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