Description
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Garcia Wealth Management Group | Retirement Plan Services Manager | 1/2017 - 1/2018 |
| Vms Retirement Revolution | Senior Implementation Consultant | 1/2017 - 1/2017 |
| Union Bank | Relationship Manager Self Directed Brokerage Accounts | 1/2012 - 1/2012 |
| Trusource (Division Of Union Bank Na) 3080 S. Bristol St. | Senior Conversion Consultant | 1/2005 - 1/2012 |
| Capital Bank & Trust Company | Senior Retirement Plan Installation Coordinator | 1/2001 - 1/2005 |
Accomplishments
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