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Work Background
Senior Wealth Advisor
The Pacific GroupSenior Wealth Advisor
Apr. 2020Dallas, Texas, United States
Senior Associate
Confidence Wealth ManagementSenior Associate
Jul. 2019 - Oct. 2019
Financial Solutions Advisor, AVP
Bank of America Merrill LynchFinancial Solutions Advisor, AVP
Feb. 2017 - Apr. 2019
Private Client Banker
JPMorgan Chase & Co.Private Client Banker
Dec. 2013 - Feb. 2017Los Angeles, CA
Financial Consultant
AXA AdvisorsFinancial Consultant
Jul. 2012 - Dec. 2013
Financial Consultant
AXA AdvisorsFinancial Consultant
Jul. 2012 - Dec. 2013
Intern
The Pacific GroupIntern
Jun. 2011 - Aug. 2011Los Angeles, CA
Financial Services Technician
Nationwide FinancialFinancial Services Technician
Sep. 2010 - Jan. 2011Columbus, Ohio
Intern
AXA AdvisorsIntern
Jun. 2010 - Aug. 2010Los Angeles, CA
Intern
AXA AdvisorsIntern
Jun. 2010 - Aug. 2010Los Angeles, CA
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