Wells Fargo
Regional Director
Raymond James May 2012 - Jul 2018
Alternative Investments Group, Regional Director
Capital Group 2010 - 2011
Area Sales, American Funds
Merrill Lynch 2006 - 2010
Financial Advisor
Morgan Stanley 2004 - 2006
Financial Consultant - Smith Barney
Education:
Arizona State University
University of Maryland
Esperanza High School
Skills:
Alternative Investments Investments Mutual Funds Wealth Management Series 7 Portfolio Management Series 63 Hedge Funds Private Equity Asset Management Financial Advisory Finance Risk Management Series 65 Managed Futures Asset Managment Asset Allocation Equities Retirement Retirement Planning National Accounts Territory Growth/Development Financial Planning Strategic Financial Planning Strategy Structured Products
Languages:
English Spanish
Certifications:
Certified Hedge Fund Professional, Chp Caia Level Ii Candidate, Certified Alternative Investment Analyst Six Sigma Green Belt Project Management Certified