David Gerard

Para Planner at Trilogy Financial Services
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Contact Information
us****@****om
(386) 825-5501
Location
Torrance, US

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Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Para Planner
      • Aug 2004 - Present

      I help my clients achieve financial independence through sound investment strategies.

    • Investment Advisory Representative
      • Jun 2004 - Present

    • United States
    • Education Administration Programs
    • 700 & Above Employee
    • Teacher, UTLA Chapter Chair
      • Sep 1993 - Jul 2004

      Classroom teacher, also represented teachers in talks with local administrators. Worked relentlessly to improve the school environment for students, staff, and community.

Education

  • UCLA
    BA, Economics
    1987 - 1989
  • St. Bernard's High School
    1979 - 1983
  • Pepperdine Graziadio Business School
    MBA

Community

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