How I can help you

Financial services executive with extensive experience in operations, broker-dealer operations, and regulatory compliance.  Strong negotiating skills and creative problem resolution abilities.  Outstanding communicator with the ability to reach all levels of an organization. Adept at driving strong business relationships, both internally and externally. Professional designation include Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Fellow Life Management Institute (FLMI)

Areas of Expertise
  • Government & Regulations
  • Business Operations

Industry Experience
  • Banking, Financial Services and Insurance

Education

San Diego State University

Bachelor and Master of Science


Communication Methods

  • In Person