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Credentials

  • Series 63
    FINRA (Financial Industry Regulatory Authority)
    Aug, 1987
    - Sep, 2024
  • Series 65
    FINRA (Financial Industry Regulatory Authority)
    Aug, 1987
    - Sep, 2024
  • Series 7 FINRA/NASD
    FINRA (Financial Industry Regulatory Authority)
    Aug, 1987
    - Sep, 2024

Experience

    • United States
    • Individual and Family Services
    • 1 - 100 Employee
    • Executive Vice President
      • Oct 2017 - Present
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director
      • Jan 2017 - Nov 2020

      ProMed Financial (former executives are currently in litigation with ProMed Financial and company owner) ProMed Financial (former executives are currently in litigation with ProMed Financial and company owner)

    • United States
    • Investment Banking
    • Vice President
      • 2011 - 2015

      Founding VP helped upper management develop investment banking products. working with top segment cliental. Founding VP helped upper management develop investment banking products. working with top segment cliental.

    • Vice President Wealth Management
      • 2011 - Mar 2014

      My practice is predicated on income, growth, preservation and estate planning strategies allowing charitably inclined individuals and foundations to do more for their charities thorough better wealth and asset management. See more about Golden State Wealth Management at www.goldenstatewm.com My practice is predicated on income, growth, preservation and estate planning strategies allowing charitably inclined individuals and foundations to do more for their charities thorough better wealth and asset management. See more about Golden State Wealth Management at www.goldenstatewm.com

    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Consultant
      • 2010 - 2012

Community

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