Personal Information
Organization / Workplace
San Diego, CA United States
Occupation
Vice President / Portfolio Advisor
Industry
Finance / Banking / Insurance
Website
About
I have been in the securities industry since 1998 and have over 20 years experience in corporate executive retirement planning and Fortune 500 technology sales, as well as management roles in client service, human resources and operations. My multi-dimensional background has been a benefit to my clients over the years, with some of America’s industry leaders having entrusted me with their key executive’s savings plans. At Private Asset Management, I focus on providing the same level of dedication and service to individuals, families, and small corporations with their unique wealth management needs.
