Fidelity Investments Dec 2017 - Nov 2019
Vice President Sales - Fidelity Clearing and Custody Solutions
Lpl Financial Apr 2003 - Dec 2017
Vice President
Securities America Inc. Feb 2002 - Apr 2003
Financial Advisor
Merrill Lynch Jun 1997 - Feb 2002
Senior Associate Advisor
Fusion Financial Partners Jun 1997 - Feb 2002
Managing Director
Education:
San Diego State University 1994 - 1998
Bachelors, Finance
Skills:
Series 7 Financial Services Mergers and Acquisitions