Location:
1817 Swan Falls St, Simi Valley, CA 93065
Work:
Valic
Dec 2017 - Mar 2019
Vice President, Consultant Relations
Voya Financial
Dec 2017 - Mar 2019
Vp, Business Development Manager
Transamerica
Oct 2013 - Feb 2017
Specialist Advisor Channel, Vice President
Transamerica
Jan 1, 2015 - Feb 2017
Vp, Business Development Group
Axa Financial
Aug 2010 - Oct 2013
Regional Vice President 401
Lincoln Financial Group
Jan 2007 - Feb 2009
Regional Marketing Director
Axa Financial
Apr 2005 - Dec 2006
Retirement Plan Sales, West Region
Pentegra Retirement Services
Jun 2003 - Apr 2005
401 Sales, West
Arthur J. Gallagher & Co.
2002 - 2003
401 Plans Consultant and Retirement Team Manager
Cigna
Apr 1998 - Jun 2002
Vice President - Retirement Plan Sales, Large Market
Scudder Investments
1993 - 1998
Client Relationship Manager
Education:
University of Chicago 1998
Master of Business Administration, Masters
The University of Chicago Booth School of Business 1996 - 1998
Master of Business Administration, Masters, Business
University of California, Los Angeles 1988 - 1992
Bachelors, Bachelor of Arts, Economics
Calabasas High School 1984 - 1988
Skills:
Series 7, Retirement Planning, 401K, Retirement, Series 63, Investment Advisory, Retirement Plan Consulting, Sales, Sales Presentations, Sales and Marketing, Teamwork, Problem Solving, Relationship Building, Negotiation, Financial Services, 401 Retirement Savings Plans, Qualified Retirement Plans, Profit Sharing, Employee Benefits Design, Deferred Compensation, Erisa, Goal Oriented, Highly Motivated, Team Oriented, Results Oriented, Series 6, Series 65, Relationship Management, Investments, Variable Annuities, Separately Managed Accounts, Mutual Funds, Strategic Financial Planning