Location:
2114 northwest 40Th Ter, Gainesville, FL 32605
Work:
Marine Corps Community Services
Personal Financial Management Program Specialist
Marine Corps Community Services
Nov 2017 - Feb 2018
Professional and Personal Development Advisor
Valic
Jul 2011 - Jun 2017
Financial Advisor at Valic
H.d. Vest Investment Services
Nov 2001 - Jul 2011
Investment Advisor Representative
Mccs
Jun 2010 - Jul 2011
Area Coordinator
Education:
Villanova University 2017 - 2019
Master of Science, Masters, Human Resources
Ashford University 2014 - 2016
Bachelors, Finance
University of Nevada - Las Vegas 1985 - 1988
Twentynine Palms High School 1981 - 1985
Skills:
Alternative Investments, Estate Planning, Series 63, Financial Advisory, Financial Planners, Fixed Annuities, Retirement Planning, Financial Planning, Wealth Management Services, Portfolio Management, Iras, 529 Plans, Investments, Series 6, 401K, Investment Advisory, Asset Allocation, Wealth Management, Life Insurance, Mutual Funds, Uniform Combined State Law, Finra, Strategic Financial Planning, Investment Strategies, Wealth Accumulation, Asset Management, Personal Financial, Wealth, Personal Financial Planning, Uniform Combined State, Series 24, 401K Rollovers, Strategic Financial, Etfs, Retirement, Series 65, Series 7, Securities, Investment Management
Certifications:
Series 7, 63 & 65. Ca State Insurance License
Series 7, 63 & 65. Ca State Insurance License
License 0C80424