Occupation:Financial Manager, Branch or Department |
Location:Carlsbad, CA |
Education Level:Bachelor |
Will Relocate:YES |
Description
Im in continuous pursuit of excellence in leadership as well as team membership in the Finance industry. My objectives are to strive further to enhance and benefit a solid finance position by building a solid book of business and long-term professional relationships as well as making a marked contribution to the bottom line profits.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Jp Morgan | Private Client Manager Overseeing Small Team Of Private Client Advisors | 1/2017 - 11/2017 |
| Wealth Advisor/Private Mortgage Banker | Wells Fargo Private Bank | 2/2016 - 11/2016 |
| Charles Schwab | Financial Advisor/Consultant | 3/2015 - 11/2015 |
| Amalgamated Audit | 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/ROTC | 1991 | Bachelor Degree |
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