Experience

AMK Insurance Agency, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Fleet Commercial Trucking Insurance Agent

  • May 2016 - Present

  -Fleet commercial trucking insurance agent. -Fleet commercial trucking insurance agent.



Farmers Insurance

• United States
• Real Estate
• 100 - 200 Employee

• Financial Services Manager

  • 2014 - Jun 2016

  -Provided sound retirement planning advice using life insurance, mutual funds and annuities. -Certified Insurance Agent for Covered CA using SHOP for Group Health and Individual Health policies. -Provided sound retirement planning advice using life insurance, mutual funds and annuities. -Certified Insurance Agent for Covered CA using SHOP for Group Health and Individual Health policies.



WESCOM FINANCIAL SERVICES LLC

• United States
• Investment Banking
• 1 - 100 Employee

• Financial Advisor

  • 2013 - 2014

  -Developed client relationships and mastered retirement planning packages for pre-retirement individuals. -Developed client relationships and mastered retirement planning packages for pre-retirement individuals.



Allstate Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Life Insurance Specialist

  • 2010 - 2013

  -Advised clients on Life Insurance matters for retirement planning, mortgage insurance and tax free income. -Advised clients on Life Insurance matters for retirement planning, mortgage insurance and tax free income.



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Financial Consultant

  • 2003 - 2010

  -Managed client relationships within the retail bank. -Recognized for outstanding annual sales production of American Funds and Pacific Life Annuities. -Managed client relationships within the retail bank. -Recognized for outstanding annual sales production of American Funds and Pacific Life Annuities.



Sanwa Bank

• United States
• Software Development
• 1 - 100 Employee

• Financial Consultant

  • 1999 - 2003

  -Qualified for annual Presidents Club during entire tenure. -Consistently exceeded established revenue goals. -Qualified for annual Presidents Club during entire tenure. -Consistently exceeded established revenue goals.



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • 1994 - 1999

  -Qualified for Presidents Club 3 out of the 5 years. -Developed strategic retirement planning solutions for client base. -Qualified for Presidents Club 3 out of the 5 years. -Developed strategic retirement planning solutions for client base.