Experience

Weitz Investment Management

• United States
• Financial Services
• 1 - 100 Employee

• Regional Consultant

  • Jul 2022 - Present



Arrow Funds

• United States
• Financial Services
• 1 - 100 Employee

• Regional Vice President

  • Apr 2020 - Mar 2022

  I represent Arrow Funds offering mutual funds and ETF's to Financial Advisors in California covering independent, bank and wirehouse firms. I partner with financial advisors to provide market updates, asset allocation consultation and client acquisition seminars. I represent Arrow Funds offering mutual funds and ETF's to Financial Advisors in California covering independent, bank and wirehouse firms. I partner with financial advisors to provide market updates, asset allocation consultation and client acquisition seminars.



Nationwide Financial

• United States
• Financial Services
• 700 & Above Employee

• Regional Vice President

  • Feb 2010 - Apr 2020

  Currently the external wholesaler for retail mutual funds and ETF’s in Orange County, San Diego County, Riverside County and Hawaii. My experience also includes funds on DCIO platforms and presenting to clients on topics such as Health Care Costs in Retirement and Social Security. Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Currently the external wholesaler for retail mutual funds and ETF’s in Orange County, San Diego County, Riverside County and Hawaii. My experience also includes funds on DCIO platforms and presenting to clients on topics such as Health Care Costs in Retirement and Social Security. Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation.



2005 to 2009 THE HARTFORD

• Regional Marketing Director

  • Dec 2005 - Sep 2009

  External wholesaler for the Hartford marketing variable annuities and fixed annuities covering the Bay Area and Southern California. External wholesaler for the Hartford marketing variable annuities and fixed annuities covering the Bay Area and Southern California.



2005 AMERICAN FUNDS DISTRIBUTORS, INC

• Area Sales Representative

  • Aug 2001 - Nov 2005

  Internal wholesaler covering San Diego and Southern Orange County. Internal wholesaler covering San Diego and Southern Orange County.



YAMAHA MOTOR CORPORATION

• Supervisor

  • Jan 1997 - Jan 2001

  Supervisor for three years with the parts and accessories sales team and one year for the tech support group. Supervisor for three years with the parts and accessories sales team and one year for the tech support group.



Capital Group

• United States
• Financial Services
• 700 & Above Employee

• Senior Shareholder Service Associate

  • Jan 1992 - Jan 1997

  Senior Shareholder Service Associate for American Funds on the service team. Senior Shareholder Service Associate for American Funds on the service team.