Location:
Los Angeles, CA
Work:
Crescendo Interactive
Vice President and Chief Financial Officer
Jpmorgan Chase & Co. Sep 2011 - May 2013
Relationship Banker
Thrivent Financial Sep 2009 - Sep 2011
Financial Representative
Field Data Jun 1996 - Sep 2011
Executive Director Finance
Education:
California Lutheran University 2001 - 2005
Masters, Business Administration
California Lutheran University 1998 - 2000
Bachelors, Bachelor of Science, Business Administration
Skills:
Strategic Financial Planning
Series 7
Strategic Planning
Budgets
Team Building
Leadership
Analysis
Financial Services
Process Improvement
Mortgage Lending
Loans
Coaching
Quickbooks
Estate Planning
Administration
Accounting
Asset Allocation
Cash Management
Securities
Data Analysis
Credit
Portfolio Management
401 Retirement Savings Plans
Investment Management
Retirement Planning
Payroll
Human Resources
Certifications:
Fraternal Insurance Counselor
General Securities Representative - Series 7
Investment Advisory Representative - Series 66
