Resumes
Resumes
Account Executive - Commercial
View pageLocation:
1660 Sacramento St, San Francisco, CA 94109
Industry:
Information Technology And Services
Work:
Samsara, Inc Aug 2018 - Sep 2019
Account Development Representative, Team Lead
Samsara, Inc Aug 2018 - Sep 2019
Account Executive - Commercial
Merrill Lynch Aug 2016 - Aug 2018
Financial Advisor
Account Development Representative, Team Lead
Samsara, Inc Aug 2018 - Sep 2019
Account Executive - Commercial
Merrill Lynch Aug 2016 - Aug 2018
Financial Advisor
Education:
The University of Hong Kong 2015 - 2016
University of Oregon - Charles H. Lundquist College of Business 2012 - 2016
Bachelors, Bachelor of Science, Finance University of Oregon 2012 - 2016
Bachelors, Bachelor of Science, Finance University of Oregon 2013
Marin Catholic High School
University of Oregon - Charles H. Lundquist College of Business 2012 - 2016
Bachelors, Bachelor of Science, Finance University of Oregon 2012 - 2016
Bachelors, Bachelor of Science, Finance University of Oregon 2013
Marin Catholic High School
Skills:
Goal Based Wealth Management
Risk Management Strategies
Retirement Planning
Risk Management Strategies
Retirement Planning
Interests:
Social Services
Design
Cooking
Education
Arts and Culture
Sports
Wealth Management
Travel
Community
Design
Cooking
Education
Arts and Culture
Sports
Wealth Management
Travel
Community
Languages:
English
Certifications:
Personal Investment Advisor
Series 7
Financial Industry Regulatory Authority (Finra)
Series 7
Financial Industry Regulatory Authority (Finra)