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FINANCIAL CONSULTANT FOR WEALTH MANAGEMENT
Helping others is the foundation of my core believes. I have seen and counseled clients with what seem to be insurmountable problems, yet we both know of “success” stories cases where clients have turned their lives around. I want to be a part of the team effort in just such “success” stories.
Accountant
About Me
Industry: |
Accounting & Finance |
|---|---|
Occupation: |
Accountant |
Highlights: |
i WAS CONDUCTING OVER $285 MILLION ASSET UNDER MY MANAGEMENT. |
Education level: |
Bachelor |
Will Relocate: |
Yes |
Location: |
Los Angeles, CA |
Work Experiences
5/2006 - 5/2007
Wells Fargo Investment
Executive
- Sales, marketing and portfolio management
2/2004 - 2/2006
Union Bank of California
Executive
- Sales and Portfolio management
1/2003 - 1/2004
New england financial
Executive
9/1999 - 8/2002
