Work:
J.p. Morgan
Vice President - Investment Specialist
Merrill Lynch
Oct 2009 - Dec 2013
Registered Associate
Merrill Lynch
Oct 2009 - Dec 2013
Private Wealth Analyst
Bank of America
Oct 2008 - Oct 2009
Registered Associate
Bank of America
May 2006 - Sep 2008
Personal Banker
Education:
San Diego State University 1999 - 2004
Bachelors, Bachelor of Arts, Economics
Skills:
Series 7, Series 63, Series 65, Uniform Combined State Law, Asset Allocation, Wealth Management, Mutual Funds, Finra, Retirement Planning, Securities, Alternative Investments, Investment Advisory, Fixed Income, Equities, Investment Strategies, Bloomberg, Investments, Retirement, Bonds, Portfolio Management, Financial Advisory, Etfs, Hedge Funds
Certifications:
Certified Investment Management Analyst® (Cima®)