Resumes
Resumes
Sr. Private Client Advisor - Wealth Management At Bank Of The West
View pagePosition:
Sr. Private Client Advisor - Wealth Management at Bank of the West
Location:
San Francisco Bay Area
Industry:
Financial Services
Work:
Bank of the West - Palo Alto since May 2012
Sr. Private Client Advisor - Wealth Management
JPMorgan Chase Nov 2010 - Apr 2012
Financial Advisor
TD Ameritrade Jan 2009 - Sep 2010
Investment Consultant
Bank of America Jul 2007 - May 2008
Assistant Manager Associate
Sr. Private Client Advisor - Wealth Management
JPMorgan Chase Nov 2010 - Apr 2012
Financial Advisor
TD Ameritrade Jan 2009 - Sep 2010
Investment Consultant
Bank of America Jul 2007 - May 2008
Assistant Manager Associate
Education:
San Jose State University 2001 - 2006
Bachelor of Science, Business Administration - Finance
Bachelor of Science, Business Administration - Finance
Certifications:
Series 7
Series 66
California Life and Health
Series 66
California Life and Health