Location
Las Vegas, Nevada, United States
Work
- Managing Director @ iCapital Network
- Managing Director @ Axio Financial LLC
- Regional Vice President @ Incapital
- Regional Account Manager @ Annuity Marketing Services
- Senior Vice President, Relationship Manager @ CD Funding Group
- VP, Brokerage ComplianceandOperations Manager @ Cathay Bank
- Designated Supervisor @ Cetera Investment Services
- Franchisee @ Doc Popcorn
- AVP, Investment Services @ WaMu Investments Inc.
- Compliance Manager @ LPL
Education
- University of Phoenix
BS (Business Management)
- Rowland High School
Skills
- Investments
- Securities
- Series 7
- Mutual Funds
- Series 63
- Risk Management
- Equities
- Banking
- Portfolio Management
- Financial Services
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