Occupation:Insurance Sales Manager |
Location:Carlsbad, CA |
Education Level:Bachelor |
Will Relocate:YES |
Description
Accomplished seasoned Finance Management professional with a proven track record of consistently increasing brand and Agency profits as well as pioneering successful teams of Financial Reps to built and enhance client portfolio relationships. I have relevant team and management experience in financial leadership, quality control and military strategic planning.
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | Managing Associate/Director | 1/2018 - Present |
Jp Morgan Chase | Client Manager | 2/2017 - 11/2017 |
Wells Fargo Private Bank | Wealth Advisor | 2/2016 - 11/2016 |
Charles Schwab | Financial Advisor/Consultant Financial Advisor/Consultant Trained | 3/2015 - 11/2015 |
Amalgamated Audit Inc | Chief Financial Officer | 2/2011 - 2/2015 |
Merrill Lynch | Financial Advisor | 8/2007 - 8/2008 |
Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
University of Arizona Pre Law | 1994 | Bachelor Degree |