Location
San Mateo, California, United States
Work
- President and National Sales Manager @ Access Capital Group, LLC
- President and National Sales Manager @ Inspired Healthcare Capital
- Senior Vice President, Alternative Investments Wholesaler @ Emerson Equity
- Senior Vice President @ NB Private Capital, LLC
- Vice President @ J.P. Morgan Asset Management
- Senior Vice President @ Griffin Capital Corporation
- Regional Vice President @ Nationwide Financial
- Regional Marketing Director @ Lincoln Financial Distributors
- Divisional Vice President @ AIG SunAmerica
Education
- University of California, San Diego
Bachelor of Science (B.S.) (Business/Managerial Economics)
Skills
- Sales Operations
- Series 6
- Mutual Funds
- Variable Annuities
- Fixed Annuities
- Series 63
- Series 7
- Sales
- Retirement Planning
- Retirement
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