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Work Background
CAP Water & Power International, Inc.COO and Chief Business Development Officer
Jan. 2022Monterey, California, United StatesThis company is a water and power technology company, with a flag ship technology addressing the most innovative approach to ocean water desalination accompanied by a secure power supply. My duties have included corporate fund raising, contract negotiation, marketing, community presentations, international joint venture partner management, business planning and budgeting.
Bulman Wealth GroupSenior Financial Advisor
Mar. 2016 - Dec. 2021Roseville, California, United StatesI joined with Bulman Wealth Group as it began growth to a premier boutique financial planning and services firm. Initially functioning as a partner in establishing marketing, hiring, growth and development. As a senior financial advisor, licensed in both insurance and securities, I provided financial planning and client management, developed and presented financial planning seminars and networking. This also included the opportunity to publish an article with Forbes Magazine in accordance with a specialty I provided regarding divorce management.
Sprague Insurance AgencyBusiness Owner
Jan. 2001 - Mar. 2016Folsom, CAI established a multi-line insurance and financial services agency in 2001. I provided service, sales and marketing, networking, hiring and employee management, accounting, risk management and community service. During this period I received multiple recognition awards for production and service, including membership in the million dollar roundtable. Eventually, I integrated this agency with Bulman Wealth Group.
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