EXPERIENCE

LICENSED REALTOR
Keller Williams Realty, Fresno, California
Specialize in working for first-time home buyers and real estate investors, consulting in the successful purchase of residence and investment property.

• Monitor and evaluate current national and local real estate market trends and conditions.
• Negotiate on the buyer-side of the transaction.
• California DRE # 01873676

FINANCIAL CONSULTANT
Smith Barney, Portland, Oregon
Specialized in consulting high-net worth individuals and 501(c)(3) organizations in asset allocation and investment strategies using private money management and modern portfolio theory techniques.

• Recruited successfully from Morgan Stanley based on client base and performance.
• Transferred a majority of existing clients from previous firm before implementing a new client acquisition plan.
• Series 7, 63, 65 and 31 securities licensed, plus insurance licensed.
• Volunteered for advanced training, earning an Investment Management Specialist designation.

FINANCIAL ADVISOR
Morgan Stanley, Fresno, California
Advised families on various investments and financial plans to meet their strategic needs. Successfully managed portfolios while simultaneously acquiring new clientele with consistent sales and marketing campaigns.

• Three+ years of consistent performance lead to a successful recruitment and transfer to Smith Barney.
• Series 7, 63, 65 and 31 securities licensed, plus insurance licensed.
• Volunteered for advanced training, earning a Retirement Planning Specialist designation.
• Finished first and second year of production in the top quartile nationwide among other Advisors.
• Needs-based retirement planning and forecasting procedures.