With over 15+ years of expoerience, as a Vice President and Financial Advisor, I have gained invaluable experience in in asset management, financial strategy development, process improvement, and client relationship management. This expertise has allowed me to be knowledgeable in driving referral business/productivity, building successful client relationships to boost profitability rates, and implementing financial strategies to launch key business partner agreements. With over 15+ years of expoerience, as a Vice President and Financial Advisor, I have gained invaluable experience in in asset management, financial strategy development, process improvement, and client relationship management. This expertise has allowed me to be knowledgeable in driving referral business/productivity, building successful client relationships to boost profitability rates, and implementing financial strategies to launch key business partner agreements.

COMPANY	POSITION HELD	DATES WORKED
Citigroup	Vice President	/2015 - /2019
Citigroup	Vice President	/2015 - /2019
Wells Fargo	Financial Advisor	6/2011 - 12/2015
Bankwest Investments	Financial Advisor	6/2010 - 6/2011
LPL Financial	Financial Advisor	8/2008 - 6/2010

SCHOOL	MAJOR	YEAR	DEGREE
University of San Francisco	Finance/Management		Master Degree
University of Michigan	Public Policy		Master Degree
University of California, Berkeley	Economics		Bachelor Degree

Highlights:

With over 15+ years of expoerience, as a Vice President and Financial Advisor, I have gained invaluable experience in in asset management, financial strategy development, process improvement, and client relationship management. This expertise has allowed me to be knowledgeable in driving referral business/productivity, building successful client relationships to boost profitability rates, and implementing financial strategies to launch key business partner agreements.

Companies I like:

Fidelity, Schwab, similar highly regarded financial institutions; sales force, google, facebook, other tech firms as well as fintech firms.

Problem Solving
Financial Planning
Leadership
Consultative Selling
Management Consulting
Project Management
Asset Management
Policy Development
Employee Development/Coaching/Mentoring
Sales Team Training & Performance Evaluations
Regulatory Compliance
Strategic Planning
Business Development

• Insurance
• Services
• Financial
• Health Insurance
• Management
• Wealth Management
• Portfolio Management
• Risk Management
• Planning
• Series 7
• Series 66
• Series 63
• California Life and Health Insurance License
• Financial Planning
• Team Building
• Leadership
• Project Management
• Client Services Development Stratgic Marketing Plans & Execution
• Management Consulting
• Process Improvements
• Strategic Parrtnerhip Devellopment
• Consultative Selling
• Asset Management
• Policy Development
• Employee Development/coaching/Mentoring
• Sales Team Training & Performance Evaluations
• Regulatory Compliance
• Financial Markets
• Broker Dealer
• Strategic & Financial Planning
• Client Services Development
• Business Deveopment