- Saturday, September 30
- Breakout 7: Effective Tools in Wealth Management
- 11:00 am - 12:15 pm
Harbor A - Manchester Grand Hyatt
Bank of America
- 21 years Bank of America Associate.
- Former Bank of America Corporate Sales Trainer during Merger from 2000-2005
- Former Licensed Wealth Management Banker for GWIM (Formerly Premier Banking. Bank of America Investments)
- Vice President since 2008.
- Mortgage loan officer since 2009.
- Recent Past Board chair Copley-Price YMCA Board of Directors. New facility over 33mm raised to open new state of the art Facility for Central San Diego impoverished families.
- Graduate, University of San Diego School of Business, (BBA)