Work:
JORDAN, MILLER & ASSOCIATES
San Francisco, CA
Oct 2012 to Aug 2013
ParaPlanner/Associate Financial Advisor
MECHANICS INVESTMENTS
Walnut Creek, CA
Mar 2010 to Oct 2012
Financial Consultant
MORGAN STANLEY SMITH BARNEY
Berkeley, CA
Nov 2009 to Mar 2010
Financial Advisor
EDWARD JONES INVESTMENTS
Albany, CA
Oct 2008 to Nov 2009
Financial Advisor
GREENPOINT MORTGAGE FUNDING
Novato, CA
Apr 1999 to Mar 2004
Senior Mortgage Consultant
MARKET FACTS, INC
Chicago, IL
Jun 1998 to Feb 1999
Senior Research Analyst
Education:
LOYOLA UNIVERSITY
Chicago, IL
1995 to 1998
BS in Psychology
EASTFIELD COLLEGE
Dallas, TX
1992 to 1994
Associate of Arts in Arts and Sciences
Skills:
MoneyGuide Pro Financial Planning software, SalesForce proficient, Microsoft Office Suite