Experience

ACSIA Partners

• United States
• Insurance
• 200 - 300 Employee

• Long Term Care Planning Specialist

  • Jan 2011 - Present

  East Bay California Independent agent affiliated with the nations largest and most experienced brokerage, representing the top rated insurance companies. Specializing in only long term care planning solutions - assessing client needs and providing education to allow an informed decision. Licensed in California and Nebraska -life/health and long term care insurance.



Golden Gateway Financial

• United States
• Financial Services
• 1 - 100 Employee

• Reverse Mortgage Loan Consultant

  • May 2009 - Sep 2010



Bank of America

• United States
• Banking
• 700 & Above Employee

• SVP, Home Equity Customer Manangement

  • Sep 2004 - Feb 2009



Bank of America

• United States
• Banking
• 700 & Above Employee

• VP, Mortgage Product Management

  • 2003 - 2004

• VP, Consmer Lending Product Group

  • 2001 - 2003

• VP, Fee Income Manager

  • 1999 - 2001

• VP, Deposit Product Manager

  • 1996 - 1999



National Westminster Bank

• Banking
• 100 - 200 Employee

• AVP, Consumer Loan Product Manager

  • 1993 - 1994



Citi

• United States
• Financial Services
• 700 & Above Employee

• AVP, Marketing Manager

  • 1988 - 1993



The Manhattan Mortgage Company

• Financial Services
• 1 - 100 Employee

• Mortgage Consultant

  • 1986 - 1987



Citi

• United States
• Financial Services
• 700 & Above Employee

• Real Estate Officer

  • 1984 - 1986