Resumes
Resumes
Senior Financial Advisor, Senior Vice President
View pageLocation:
P/O Box 90323, Santa Barbara, CA
Industry:
Financial Services
Work:
Merrill Lynch since Apr 2009
Financial Advisor
Smith Barney Feb 1997 - Apr 2009
Financial Advisor
Hatch & Parent 1995 - 1997
Attorney
Bonne, Bridges, Mueller, O'Keefe & Nichols 1993 - 1995
Attorney
Financial Advisor
Smith Barney Feb 1997 - Apr 2009
Financial Advisor
Hatch & Parent 1995 - 1997
Attorney
Bonne, Bridges, Mueller, O'Keefe & Nichols 1993 - 1995
Attorney
Education:
University of San Diego School of Law 1990 - 1993
Juris Doctorate, Law University of Southern California 1988 - 1990
BA, English, Philosophy San Marcos High School 1982 - 1986
Juris Doctorate, Law University of Southern California 1988 - 1990
BA, English, Philosophy San Marcos High School 1982 - 1986
Skills:
Wealth Management
Estate Planning Strategies and Wealth Transfer
Wealth Planning
Retirement Planning and Forecasting
Retirement Planning
Strategic Financial Planning
Investments
Series 7
Financial Advisory
Series 63
Financial Planners
Financial Services
Life Insurance
Estate Planning Strategies and Wealth Transfer
Wealth Planning
Retirement Planning and Forecasting
Retirement Planning
Strategic Financial Planning
Investments
Series 7
Financial Advisory
Series 63
Financial Planners
Financial Services
Life Insurance
Languages:
English
Certifications:
Personal Investment Advisor