Occupation:Personal Financial Advisor |
Location:Danville, CA |
Education Level:Certification |
Will Relocate:YES |
Description
Accomplished Registered Investment Advisor with 20 years of experience in the financial services industry * Demonstrated expertise in portfolio management/planning with an emphasis specifically in retirement planning * Proven ability to deliver deepened relationship success in a business to business environment and Superior communication presentation interpersonal and listening skills. AREAS OF EXPERTISE Portfolio Advice Business Development Risk Tolerance Investment Advice Asset Allocation Wealth Management Portfolio Management Market Analysis Services