Resumes
Resumes
Senior Wealth Manager
View pageLocation:
Paso Robles, CA
Industry:
Financial Services
Work:
The Rice Partnership
Senior Wealth Manager
Umpqua Bank Dec 2012 - Apr 2018
Vice President Relationship Manager
Farm Credit West Jul 2011 - Dec 2012
Credit Analyst- Capital Markets
Stmj Appraisers Jun 2010 - Jun 2011
Research Assistant
Best Ever Saddle Pads Jan 2007 - Dec 2009
Assistant Sales and Operations Manager
Senior Wealth Manager
Umpqua Bank Dec 2012 - Apr 2018
Vice President Relationship Manager
Farm Credit West Jul 2011 - Dec 2012
Credit Analyst- Capital Markets
Stmj Appraisers Jun 2010 - Jun 2011
Research Assistant
Best Ever Saddle Pads Jan 2007 - Dec 2009
Assistant Sales and Operations Manager
Education:
California Polytechnic State University - San Luis Obispo 2010 - 2011
Master of Business Administration, Masters California Polytechnic State University - San Luis Obispo 2006 - 2010
Bachelors, Bachelor of Science, Finance Hawaii Preparatory Academy 2001 - 2006
Master of Business Administration, Masters California Polytechnic State University - San Luis Obispo 2006 - 2010
Bachelors, Bachelor of Science, Finance Hawaii Preparatory Academy 2001 - 2006
Skills:
Agribusiness
Customer Service
Real Estate
Appraisals
Credit
Agriculture
Marketing
Financial Analysis
Finance
Management
Sales
Budgets
Strategic Planning
Risk Management
Leadership
Financial Planning
Wealth Management
Portfolio Management
Wealth Management Services
Certified Financial Planner
Customer Service
Real Estate
Appraisals
Credit
Agriculture
Marketing
Financial Analysis
Finance
Management
Sales
Budgets
Strategic Planning
Risk Management
Leadership
Financial Planning
Wealth Management
Portfolio Management
Wealth Management Services
Certified Financial Planner
Certifications:
Notary Public
Certified Financial Planner
Certified Financial Planner