Location:
12300 Sherman Way, North Hollywood, CA 91605
Industry:
Investment Management
Work:
The Mutual Fund Store Jan 1, 2013 - May 2016
Senior Vice President - Investments
Stratos Wealth Partners Jan 1, 2013 - May 2016
Partner and Wealth Advisor
Keycorp Apr 2011 - Mar 2012
Branch Manager - Assistant Vice President
Merrill Lynch Sep 2009 - Apr 2011
Portfolio Advisor
Hsbc Feb 2006 - Dec 2008
Business Relationship Manager Assistant Vice President
Education:
Lincoln University 1995 - 2000
Bachelors, Bachelor of Science, Economics
St. Joseph's Collegiate Institute
The College For Financial Planning
The American College, Bryn Mawr, Pa
College For Financial Planning
The American College of Financial Services
Skills:
Mutual Funds
Investments
Portfolio Management
Retirement Planning
Asset Allocation
Finance
Investment Advisory
Leadership
Asset Management
Financial Planning
Financial Advisory
Wealth Management
Banking
Risk Management
Equities
Management
Securities
Estate Planning
Retirement
Marketing
401K
Separately Managed Accounts
Traditional Ira
Roth Ira
Sep Ira
457 Plans
403 B
Simple Ira
Registered Investment Advisor
401K Rollovers
Tactical Asset Allocation
Fiduciary
Fiduciary Management
Fiduciary Services
Interests:
Taoist Tai Chi
Computers
Android
Health and Fitness
Tablets
Certifications:
Certified Financial Planner (Cfp)
Chartered Financial Consultant (Chfc)
Investment Advisor - Series 65
General Securities Broker - Series 7
Investment Adviser Agent - Series 66
Chartered Retirement Planning Counselor (Crpc)
Chartered Retirement Plans Specialist (Crps)
License 153727
License 1355008
License Crd #4359430
Cfp Board, License 153727
The American College of Financial Services, License 1355008
Financial Industry Regulatory Authority (Finra), License 4359430
Financial Industry Regulatory Authority, License Crd #4359430
College For Financial Planning
License 4359430
