Partner - ( 07/01/2012 - Current) Quality Chemicals, Fowler, CA (USA) Billing and accounts receivable.
Registered Sales Assistant - ( 05/10/2012 - 10/15/2013) Thiesen Dueker, Fresno, CA (USA) Prepared and processed various applications for new and existing clients. Maintained communication with companies regarding underwriting and transfers of assets. Placed trades and re-balanced accounts. Created financial plans on Wealth Vision software and assisted clients with log-in assistance. Handled compliance issues.
Senior Financial Advisor - ( 03/10/2005 - 03/01/2012) Unionbanc Investment Services, Fresno, CA (USA) Met with clients to assess their financial goals and presented products to meet their needs. Annual reviews of existing clients portfolio's and re-balanced as necessary. Handled business clients as well as individual clients.
Health & Life Insurance License Series 7 Registration Series 63 Registration
Selma High School - 1982 Selma, CA General Education, Diploma high school diploma