Experience

• 

  SL Financial Group

  • Stockton, Orange County, Lafayette, California

  • CEO

    • Jul 2010 - Present
    • Stockton, Orange County, Lafayette, California

    Also a Partner at New Aspect Financial Services, LLC.

• 

  New York Life Insurance Company

  • Stockton, California Area

  • Financial Services Professional

    • Mar 2002 - Jun 2010
    • Stockton, California Area

    Provided Individuals and Businesses in all areas of financial Management, including, Retirement Services, Tax Management, Estate Services, Risk Management, Education Funding, Investment Services, employee and Executive Benefits.

• 

  AVAYA / Lucent

  • San Francisco Bay Area

  • Global Accounts Director

    • Oct 1994 - Feb 2002
    • San Francisco Bay Area

    Managed the global operation that sold solutions to Cisco Systems that helped them manage their customers and support their Global sales organizations including business partners. Then managed the Global Applications Team that developed these solutions for HP, Intel, Oracle, Kaiser, Bechtel and Sun Microsystems. Was also the first person directly involved with the implementation of the first VOIP network with Cisco Systems when it was called Selsius and responsible for developing the Team and Financial Resources to implement the largest global voice and messaging network to run over IP for Cisco Systems.

• 

  Siemens

  • Santa Clara, CA.

  • sales

    • 1993 - 1995
    • Santa Clara, CA.

    Sales Representative