Associate Vice President, Business Development
San Diego County, California
Wells Fargo
Associate Vice President, Business Development
CommNexus
Independent Advisory Board Member
Franklin Templeton Investments
Director, Institutional Retirement Marketing
Russell Investments
Managing Director, Global Head of Product and U.S. Business Strategy
LPL Financial
Senior Vice President, Risk Management and Corporate Supervision
Charles Schwab
Director of Marketing
Franklin Templeton Investments
Manager, Retirement Product Management
Avantax Wealth Management℠
Vice President, Investment Sales
Franklin Templeton Investments
Vice President, Global Product Strategy
University of California, Berkeley
University of San Francisco School of Management
Georgetown University McDonough School of Business
