Occupation:Personal Financial Advisor |
Location:Tustin, CA |
Education Level:Bachelor |
Will Relocate:No |
Description
A professional with integrity, exceptional interpersonal, communication and consultative selling skills.
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
Cal National Bank | (Confidential) | 7/2006 - 5/2007 |
Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
International American University | Business Administration - Finance | 2007 | Master Degree |
Cal State University of Long Beach | Finance and Real Estate Law | 1992 | Bachelor Degree |
Accomplishments
Highlights:
Experienced as a Regional Manager for an indepently owned agency which provided full financial services.Job Skills
Keywords
Responsibilities
Assisting existing and new clients with identifying their needs, goals, and objective while reviewing their current situation to determine whether or not they are on track in reaching their goals.