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Credentials

  • ARM (Associate in Risk Management)
    The Institutes
  • CLCS (COMMERCIAL LINES COVERAGE SPECIALIST)
    -

Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Partner
      • Oct 2013 - Present

      Provide Commercial and Personal Insurance products. Provide Commercial and Personal Insurance products.

    • Notary Public
      • Mar 2012 - Present

      Provide Notary services to people in Morgan Hill. Provide Notary services to people in Morgan Hill.

    • United States
    • Insurance
    • Broker
      • Apr 2009 - Jan 2014

      Help others with their Commercial and Personal insurance needs. Help others with their Commercial and Personal insurance needs.

    • United States
    • Insurance
    • 1 - 100 Employee
    • Broker
      • Oct 2002 - Mar 2009

      Sales broker for Archway, specializing in business related insurances and risk management. Sales broker for Archway, specializing in business related insurances and risk management.

    • United States
    • Outsourcing and Offshoring Consulting
    • 1 - 100 Employee
    • Corporate Finance Analyst
      • Aug 2000 - May 2001

      supported System IO, power, mechanical department with finance aspects. supported System IO, power, mechanical department with finance aspects.

    • Corporate Finance Analyst
      • 1999 - 2001

      supported finance department with short term projects. supported finance department with short term projects.

    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Printed Circut Board Designer
      • 1997 - 1999

      Designed Printed Circuit Boards at IBM while attending college. Designed Printed Circuit Boards at IBM while attending college.

Education

  • Santa Clara University
    Master of Business Administration, Marketing, Entrepreneurship, Leading People & Organizations
    2006 - 2008
  • Santa Clara University
    Business, Finance
    1999 - 2001
  • The Master's University
    Music
    2002 - 2002
  • National Alliance for Insurance Education and Research
    Certified Insurance Counselor
    2002 - 2004

Community

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